LAM
HDUS

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
Q1 		$3.85K Hold
61
– – ﹤0.01% 153
2025
Q4 		$3.98K Buy
+61
New +$3.96K ﹤0.01% 147

Other funds holding HDUS

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lummis Asset Management's HDUS Position: Q1 2026 in Review

Lummis Asset Management held its Hartford Disciplined US Equity ETF (HDUS) position steady in Q1 2026 at 61 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Lummis Asset Management first reported a position in HDUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.98K in Q4 2025. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • Lummis Asset Management held 61 shares of Hartford Disciplined US Equity ETF worth $3.85K as of Q1 2026.
  • Lummis Asset Management left its Hartford Disciplined US Equity ETF share count unchanged in Q1 2026.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #153 holding.
  • Lummis Asset Management first reported a position in Hartford Disciplined US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Lummis Asset Management's Hartford Disciplined US Equity ETF position peaked at $3.98K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.