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HDUS

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

&Partners’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 		$365K Buy
5,787
+634
+12% +$41.5K ﹤0.01% 1860
2025
Q4 		$336K Buy
+5,153
New +$335K ﹤0.01% 1847

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
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 $83.7B AUM 27.22% 1-Year Est. Return

&Partners's HDUS Position: Q1 2026 in Review

&Partners increased its Hartford Disciplined US Equity ETF (HDUS) stake by 12% in Q1 2026, buying an estimated $41.5K and bringing the position to 5,787 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

&Partners first reported a position in HDUS in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • &Partners held 5,787 shares of Hartford Disciplined US Equity ETF worth $365K as of Q1 2026.
  • &Partners bought 634 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $41.5K.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1860 holding.
  • &Partners first reported a position in Hartford Disciplined US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.