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

Stifel 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 Q2	$2.58M	Buy	36,280 +3,082	+9%	+$214K	﹤0.01%	1894
2026 Q1	$2.1M	Buy	33,198 +1,128	+4%	+$73.9K	﹤0.01%	1934
2025 Q4	$2.09M	Sell	32,070 -459	-1%	-$29.8K	﹤0.01%	1893
2025 Q3	$2.09M	Buy	32,529 +94	+0.3%	+$5.82K	﹤0.01%	1876
2025 Q2	$1.93M	Sell	32,435 -383	-1%	-$21.2K	﹤0.01%	1866
2025 Q1	$1.78M	Buy	32,818 +284	+0.9%	+$16.1K	﹤0.01%	1851
2024 Q4	$1.84M	Buy	32,534 +356	+1%	+$20.4K	﹤0.01%	1836
2024 Q3	$1.79M	Sell	32,178 -907	-3%	-$48.6K	﹤0.01%	1847
2024 Q2	$1.73M	Sell	33,085 -1,125	-3%	-$57K	﹤0.01%	1819
2024 Q1	$1.74M	Sell	34,210 -690	-2%	-$33.4K	﹤0.01%	1818
2023 Q4	$1.62M	Buy	34,900 +6,570	+23%	+$288K	﹤0.01%	1816
2023 Q3	$1.2M	Buy	+28,330	New	+$1.25M	﹤0.01%	1923

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial's HDUS Position: Q2 2026 in Review

Stifel Financial increased its Hartford Disciplined US Equity ETF (HDUS) stake by 9.3% in Q2 2026, buying an estimated $214K and bringing the position to 36,280 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Stifel Financial first reported a position in HDUS in Q3 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

Stifel Financial held 36,280 shares of Hartford Disciplined US Equity ETF worth $2.58M as of Q2 2026.
Stifel Financial bought 3,082 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $214K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1894 holding.
Stifel Financial first reported a position in Hartford Disciplined US Equity ETF in Q3 2023 and has held it in 12 quarters since.
34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.