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

Raymond James Financial’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	$14.5M	Buy	229,042 +5,671	+3%	+$371K	﹤0.01%	1717
2025 Q4	$14.6M	Sell	223,371 -9,407	-4%	-$611K	﹤0.01%	1674
2025 Q3	$15M	Sell	232,778 -1,952	-0.8%	-$121K	﹤0.01%	1622
2025 Q2	$14M	Sell	234,730 -44,152	-16%	-$2.44M	﹤0.01%	1624
2025 Q1	$15.1M	Sell	278,882 -4,793	-2%	-$272K	0.01%	1511
2024 Q4	$16M	Buy	+283,675	New	+$16.2M	0.01%	1480

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial's HDUS Position: Q1 2026 in Review

Raymond James Financial increased its Hartford Disciplined US Equity ETF (HDUS) stake by 2.5% in Q1 2026, buying an estimated $371K and bringing the position to 229,042 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Raymond James Financial first reported a position in HDUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $16M in Q4 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

Raymond James Financial held 229,042 shares of Hartford Disciplined US Equity ETF worth $14.5M as of Q1 2026.
Raymond James Financial bought 5,671 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $371K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1717 holding.
Raymond James Financial first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Hartford Disciplined US Equity ETF position peaked at $16M in Q4 2024.
35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.