Steward Partners Investment Advisory’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Steward Partners Investment Advisory’s Portfolio HFGO Stock Details HFGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338K	Buy	11,512 +11,062	+2,458%	+$314K	﹤0.01%	1939
2026 Q1	$11K	Hold	450	–	–	﹤0.01%	3514
2025 Q4	$12.3K	Buy	+450	New	+$12.3K	﹤0.01%	3359

Other funds holding HFGO

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Steward Partners Investment Advisory's HFGO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Hartford Large Cap Growth ETF (HFGO) stake by 2,458% in Q2 2026, buying an estimated $314K and bringing the position to 11,512 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Steward Partners Investment Advisory first reported a position in HFGO in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold HFGO as of Q2 2026.

Steward Partners Investment Advisory held 11,512 shares of Hartford Large Cap Growth ETF worth $338K as of Q2 2026.
Steward Partners Investment Advisory bought 11,062 Hartford Large Cap Growth ETF shares in Q2 2026, an estimated $314K.
Hartford Large Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1939 holding.
Steward Partners Investment Advisory first reported a position in Hartford Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.