RJA
HDUS

Raymond James & Associates’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Raymond James & Associates’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
2024
Q3 		$15.8M Sell
284,902
-35,138
-11% -$1.88M 0.01% 947
2024
Q2 		$16.8M Buy
320,040
+9,064
+3% +$459K 0.01% 864
2024
Q1 		$15.8M Sell
310,976
-3,760
-1% -$182K 0.01% 895
2023
Q4 		$14.6M Sell
314,736
-5,245
-2% -$230K 0.01% 884
2023
Q3 		$13.5M Buy
319,981
+29,799
+10% +$1.31M 0.01% 864
2023
Q2 		$12.8M Buy
+290,182
New +$12.2M 0.01% 920

Other funds holding HDUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James & Associates's HDUS Position: Q3 2024 in Review

Raymond James & Associates reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 11% in Q3 2024, selling an estimated $1.88M and leaving 284,902 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #947.

Raymond James & Associates first reported a position in HDUS in Q2 2023 and has held it in 6 quarters since. The position peaked at $16.8M in Q2 2024. 27 funds tracked by Wall St. Rank hold HDUS as of Q3 2024.

  • Raymond James & Associates held 284,902 shares of Hartford Disciplined US Equity ETF worth $15.8M as of Q3 2024.
  • Raymond James & Associates sold 35,138 Hartford Disciplined US Equity ETF shares in Q3 2024, an estimated $1.88M.
  • Hartford Disciplined US Equity ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #947 holding.
  • Raymond James & Associates first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 6 quarters since.
  • Raymond James & Associates's Hartford Disciplined US Equity ETF position peaked at $16.8M in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.