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Summit Financial’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-31,548
Closed -$856K – 1302
2025
Q3 		$856K Buy
+31,548
New +$821K 0.01% 702

Other funds holding HFGO

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HFG
Harborfront Financial Group Ludington, Michigan $26.5M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's HFGO Position: Q4 2025 in Review

Summit Financial sold out of Hartford Large Cap Growth ETF (HFGO) in Q4 2025, closing a stake of 31,548 shares — an estimated $856K sold.

Summit Financial first reported a position in HFGO in Q3 2025 and held it in 1 quarter. The position peaked at $856K in Q3 2025. 13 funds tracked by Wall St. Rank hold HFGO as of Q4 2025.

  • Summit Financial reported no remaining Hartford Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 31,548 Hartford Large Cap Growth ETF shares in Q4 2025, an estimated $856K.
  • Summit Financial first reported a position in Hartford Large Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Summit Financial's Hartford Large Cap Growth ETF position peaked at $856K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.