Lummis Asset Management
HDUS icon

Lummis Asset Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Lummis Asset Management’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 		– Sell
-61
Closed -$3.85K – 222
2026
Q1 		$3.85K Hold
61
– – ﹤0.01% 153
2025
Q4 		$3.98K Buy
+61
New +$3.96K ﹤0.01% 147

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Royal Bank of Canada
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Janney Montgomery Scott
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lummis Asset Management's HDUS Position: Q2 2026 in Review

Lummis Asset Management sold out of Hartford Disciplined US Equity ETF (HDUS) in Q2 2026, closing a stake of 61 shares — an estimated $3.85K sold.

Lummis Asset Management first reported a position in HDUS in Q4 2025 and held it in 2 quarters. The position peaked at $3.98K in Q4 2025. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

  • Lummis Asset Management reported no remaining Hartford Disciplined US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Lummis Asset Management sold 61 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $3.85K.
  • Lummis Asset Management first reported a position in Hartford Disciplined US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Lummis Asset Management's Hartford Disciplined US Equity ETF position peaked at $3.98K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.