Sowell Financial Services’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Sowell Financial Services’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 Q2	$203K	Sell	2,854 -2,492	-47%	-$173K	0.01%	1080
2026 Q1	$337K	Buy	5,346 +112	+2%	+$7.33K	0.01%	794
2025 Q4	$341K	Sell	5,234 -37	-0.7%	-$2.4K	0.01%	778
2025 Q3	$339K	Buy	5,271 +4	+0.1%	+$248	0.01%	772
2025 Q2	$313K	Sell	5,267 -272	-5%	-$15.1K	0.01%	766
2025 Q1	$300K	Buy	+5,539	New	+$314K	0.01%	766

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sowell Financial Services's HDUS Position: Q2 2026 in Review

Sowell Financial Services reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 47% in Q2 2026, selling an estimated $173K and leaving 2,854 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1080.

Sowell Financial Services first reported a position in HDUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

Sowell Financial Services held 2,854 shares of Hartford Disciplined US Equity ETF worth $203K as of Q2 2026.
Sowell Financial Services sold 2,492 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $173K.
Hartford Disciplined US Equity ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1080 holding.
Sowell Financial Services first reported a position in Hartford Disciplined US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's Hartford Disciplined US Equity ETF position peaked at $341K in Q4 2025.
34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.