Source Financial Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Source Financial 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	$296K	Sell	5,332 -1,733	-25%	-$92.8K	0.09%	97
2024 Q2	$370K	Buy	7,065 +2	+0%	+$101	0.11%	80
2024 Q1	$359K	Sell	7,063 -5,583	-44%	-$270K	0.11%	87
2023 Q4	$588K	Sell	12,646 -120	-0.9%	-$5.26K	0.18%	71
2023 Q3	$540K	Buy	12,766 +3,980	+45%	+$175K	0.18%	68
2023 Q2	$386K	Buy	+8,786	New	+$368K	0.13%	92

Other funds holding HDUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Source Financial Advisors's HDUS Position: Q3 2024 in Review

Source Financial Advisors reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 25% in Q3 2024, selling an estimated $92.8K and leaving 5,332 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #97.

Source Financial Advisors first reported a position in HDUS in Q2 2023 and has held it in 6 quarters since. The position peaked at $588K in Q4 2023. 27 funds tracked by Wall St. Rank hold HDUS as of Q3 2024.

Source Financial Advisors held 5,332 shares of Hartford Disciplined US Equity ETF worth $296K as of Q3 2024.
Source Financial Advisors sold 1,733 Hartford Disciplined US Equity ETF shares in Q3 2024, an estimated $92.8K.
Hartford Disciplined US Equity ETF made up 0.09% of Source Financial Advisors's portfolio in Q3 2024, its #97 holding.
Source Financial Advisors first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 6 quarters since.
Source Financial Advisors's Hartford Disciplined US Equity ETF position peaked at $588K in Q4 2023.
27 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.