Spire Wealth Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Spire Wealth Management’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	$6.47K	Sell	91 -13	-13%	-$903	﹤0.01%	1772
2026 Q1	$6.56K	Hold	104	–	–	﹤0.01%	1756
2025 Q4	$6.78K	Hold	104	–	–	﹤0.01%	1842
2025 Q3	$6.69K	Hold	104	–	–	﹤0.01%	1888
2025 Q2	$6.19K	Sell	104 -17	-14%	-$941	﹤0.01%	1883
2025 Q1	$6.55K	Hold	121	–	–	﹤0.01%	1983
2024 Q4	$6.84K	Buy	+121	New	+$6.92K	﹤0.01%	1962

Other funds holding HDUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spire Wealth Management's HDUS Position: Q2 2026 in Review

Spire Wealth Management reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 13% in Q2 2026, selling an estimated $903 and leaving 91 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Spire Wealth Management first reported a position in HDUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.84K in Q4 2024. 4 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

Spire Wealth Management held 91 shares of Hartford Disciplined US Equity ETF worth $6.47K as of Q2 2026.
Spire Wealth Management sold 13 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $903.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1772 holding.
Spire Wealth Management first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's Hartford Disciplined US Equity ETF position peaked at $6.84K in Q4 2024.
4 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.