Osaic Holdings’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Osaic Holdings’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	$140K	Hold	1,973	–	–	﹤0.01%	4698
2026 Q1	$125K	Buy	1,973 +110	+6%	+$7.2K	﹤0.01%	4520
2025 Q4	$121K	Sell	1,863 -40	-2%	-$2.6K	﹤0.01%	4553
2025 Q3	$119K	Buy	1,903 +1,500	+372%	+$92.9K	﹤0.01%	4644
2025 Q2	$24K	Buy	403 +285	+242%	+$15.8K	﹤0.01%	5571
2025 Q1	$6.39K	Sell	118 -77	-39%	-$4.37K	﹤0.01%	6044
2024 Q4	$11K	Buy	195 +183	+1,525%	+$10.5K	﹤0.01%	5730
2024 Q3	$667	Sell	12 -40	-77%	-$2.14K	﹤0.01%	6956
2024 Q2	$2.73K	Buy	52 +40	+333%	+$2.02K	﹤0.01%	6474
2024 Q1	$611	Sell	12 -3,904	-100%	-$189K	﹤0.01%	6779
2023 Q4	$182K	Sell	3,916 -75,531	-95%	-$3.31M	﹤0.01%	3996
2023 Q3	$3.36M	Buy	79,447 +9,709	+14%	+$427K	0.01%	1573
2023 Q2	$3.07M	Buy	+69,738	New	+$2.92M	0.01%	1522

Other funds holding HDUS

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings's HDUS Position: Q2 2026 in Review

Osaic Holdings held its Hartford Disciplined US Equity ETF (HDUS) position steady in Q2 2026 at 1,973 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #4698.

Osaic Holdings first reported a position in HDUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.36M in Q3 2023. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

Osaic Holdings held 1,973 shares of Hartford Disciplined US Equity ETF worth $140K as of Q2 2026.
Osaic Holdings left its Hartford Disciplined US Equity ETF share count unchanged in Q2 2026.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4698 holding.
Osaic Holdings first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 13 quarters since.
Osaic Holdings's Hartford Disciplined US Equity ETF position peaked at $3.36M in Q3 2023.
34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.