NAS
HDUS

Nicolet Advisory Services’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Nicolet Advisory Services’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 		$235K Buy
3,546
+316
+10% +$20.5K 0.02% 375
2025
Q3 		$208K Buy
+3,230
New +$200K 0.02% 389

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

Nicolet Advisory Services's HDUS Position: Q4 2025 in Review

Nicolet Advisory Services increased its Hartford Disciplined US Equity ETF (HDUS) stake by 9.8% in Q4 2025, buying an estimated $20.5K and bringing the position to 3,546 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #375.

Nicolet Advisory Services first reported a position in HDUS in Q3 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold HDUS as of Q4 2025.

  • Nicolet Advisory Services held 3,546 shares of Hartford Disciplined US Equity ETF worth $235K as of Q4 2025.
  • Nicolet Advisory Services bought 316 Hartford Disciplined US Equity ETF shares in Q4 2025, an estimated $20.5K.
  • Hartford Disciplined US Equity ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #375 holding.
  • Nicolet Advisory Services first reported a position in Hartford Disciplined US Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.