Marcum Wealth’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Marcum Wealth’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
2025 Q1	$321K	Sell	5,924 -264	-4%	-$15K	0.03%	269
2024 Q4	$350K	Sell	6,188 -75	-1%	-$4.29K	0.03%	257
2024 Q3	$348K	Sell	6,263 -1,584	-20%	-$84.8K	0.03%	252
2024 Q2	$411K	Sell	7,847 -291	-4%	-$14.7K	0.04%	226
2024 Q1	$414K	Sell	8,138 -455	-5%	-$22K	0.04%	221
2023 Q4	$399K	Sell	8,593 -534	-6%	-$23.4K	0.04%	214
2023 Q3	$386K	Sell	9,127 -525	-5%	-$23.1K	0.05%	206
2023 Q2	$425K	Buy	+9,652	New	+$404K	0.05%	197

Other funds holding HDUS

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's HDUS Position: Q1 2025 in Review

Marcum Wealth reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 4.3% in Q1 2025, selling an estimated $15K and leaving 5,924 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #269.

Marcum Wealth first reported a position in HDUS in Q2 2023 and has held it in 8 quarters since. The position peaked at $425K in Q2 2023. 36 funds tracked by Wall St. Rank hold HDUS as of Q1 2025.

Marcum Wealth held 5,924 shares of Hartford Disciplined US Equity ETF worth $321K as of Q1 2025.
Marcum Wealth sold 264 Hartford Disciplined US Equity ETF shares in Q1 2025, an estimated $15K.
Hartford Disciplined US Equity ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #269 holding.
Marcum Wealth first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 8 quarters since.
Marcum Wealth's Hartford Disciplined US Equity ETF position peaked at $425K in Q2 2023.
36 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.