Osaic Holdings
HDUS

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
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 $6.46B AUM 18.45% 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 $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings's HDUS Position: Q1 2026 in Review

Osaic Holdings increased its Hartford Disciplined US Equity ETF (HDUS) stake by 5.9% in Q1 2026, buying an estimated $7.2K and bringing the position to 1,973 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #4520.

Osaic Holdings first reported a position in HDUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.36M in Q3 2023. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • Osaic Holdings held 1,973 shares of Hartford Disciplined US Equity ETF worth $125K as of Q1 2026.
  • Osaic Holdings bought 110 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $7.2K.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4520 holding.
  • Osaic Holdings first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • Osaic Holdings's Hartford Disciplined US Equity ETF position peaked at $3.36M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.