MC
HDUS

Moors & Cabot’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Moors & Cabot’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
Q4 		– Sell
-3,764
Closed -$242K – 940
2025
Q3 		$242K Buy
+3,764
New +$233K 0.01% 766

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Moors & Cabot's HDUS Position: Q4 2025 in Review

Moors & Cabot sold out of Hartford Disciplined US Equity ETF (HDUS) in Q4 2025, closing a stake of 3,764 shares — an estimated $242K sold.

Moors & Cabot first reported a position in HDUS in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 36 funds tracked by Wall St. Rank hold HDUS as of Q4 2025.

  • Moors & Cabot reported no remaining Hartford Disciplined US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Moors & Cabot sold 3,764 Hartford Disciplined US Equity ETF shares in Q4 2025, an estimated $242K.
  • Moors & Cabot first reported a position in Hartford Disciplined US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Moors & Cabot's Hartford Disciplined US Equity ETF position peaked at $242K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q4 2025.

Based on Moors & Cabot's 13F filing for Q4 2025, filed 10 Feb 2026.