RJFSA
HDUS

Raymond James Financial Services Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Raymond James Financial Services Advisors’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 		$281K Sell
5,050
-12
-0.2% -$643 ﹤0.01% 2978
2024
Q2 		$265K Sell
5,062
-15
-0.3% -$760 ﹤0.01% 2952
2024
Q1 		$258K Buy
+5,077
New +$246K ﹤0.01% 2937

Other funds holding HDUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Raymond James Financial Services Advisors's HDUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 0.24% in Q3 2024, selling an estimated $643 and leaving 5,050 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Raymond James Financial Services Advisors first reported a position in HDUS in Q1 2024 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold HDUS as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,050 shares of Hartford Disciplined US Equity ETF worth $281K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 12 Hartford Disciplined US Equity ETF shares in Q3 2024, an estimated $643.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2978 holding.
  • Raymond James Financial Services Advisors first reported a position in Hartford Disciplined US Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.