LPL Financial’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

LPL Financial’s Portfolio HDUS Stock Details HDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Buy	360,535 +33,637	+10%	+$2.34M	0.01%	1426
2026 Q1	$20.6M	Buy	326,898 +24,181	+8%	+$1.58M	0.01%	1455
2025 Q4	$19.7M	Buy	302,717 +6,247	+2%	+$406K	0.01%	1418
2025 Q3	$19.1M	Buy	296,470 +21,291	+8%	+$1.32M	0.01%	1397
2025 Q2	$16.4M	Sell	275,179 -3,400	-1%	-$188K	0.01%	1386
2025 Q1	$15.1M	Buy	278,579 +142,529	+105%	+$8.08M	0.01%	1342
2024 Q4	$7.69M	Buy	136,050 +21,383	+19%	+$1.22M	﹤0.01%	1740
2024 Q3	$6.38M	Buy	114,667 +78,110	+214%	+$4.18M	﹤0.01%	1788
2024 Q2	$1.92M	Buy	36,557 +8,680	+31%	+$439K	﹤0.01%	2639
2024 Q1	$1.42M	Buy	27,877 +5,101	+22%	+$247K	﹤0.01%	2867
2023 Q4	$1.06M	Buy	22,776 +909	+4%	+$39.8K	﹤0.01%	2995
2023 Q3	$925K	Buy	21,867 +1,536	+8%	+$67.5K	﹤0.01%	2959
2023 Q2	$894K	Buy	+20,331	New	+$851K	﹤0.01%	2930

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LPL Financial's HDUS Position: Q2 2026 in Review

LPL Financial increased its Hartford Disciplined US Equity ETF (HDUS) stake by 10% in Q2 2026, buying an estimated $2.34M and bringing the position to 360,535 shares worth $25.6M. The position accounts for 0.01% of the portfolio, ranked #1426.

LPL Financial first reported a position in HDUS in Q2 2023 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

LPL Financial held 360,535 shares of Hartford Disciplined US Equity ETF worth $25.6M as of Q2 2026.
LPL Financial bought 33,637 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $2.34M.
Hartford Disciplined US Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1426 holding.
LPL Financial first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 13 quarters since.
16 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.