TD Private Client Wealth’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

TD Private Client Wealth’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 Q1	$24.3K	Buy	385 +115	+43%	+$7.53K	﹤0.01%	977
2025 Q4	$17.6K	Sell	270 -14	-5%	-$910	﹤0.01%	1025
2025 Q3	$18.3K	Sell	284 -404	-59%	-$25K	﹤0.01%	991
2025 Q2	$40.9K	Sell	688 -1,058	-61%	-$58.6K	﹤0.01%	874
2025 Q1	$94.5K	Hold	1,746	–	–	﹤0.01%	713
2024 Q4	$98.6K	Sell	1,746 -28	-2%	-$1.6K	﹤0.01%	716
2024 Q3	$98.6K	Sell	1,774 -941	-35%	-$50.4K	﹤0.01%	716
2024 Q2	$142K	Buy	2,715 +108	+4%	+$5.47K	﹤0.01%	631
2024 Q1	$133K	Buy	2,607 +1,233	+90%	+$59.7K	﹤0.01%	645
2023 Q4	$63.9K	Sell	1,374 -1,005	-42%	-$44K	﹤0.01%	780
2023 Q3	$101K	Sell	2,379 -21	-0.9%	-$923	﹤0.01%	649
2023 Q2	$106K	Buy	+2,400	New	+$100K	﹤0.01%	650

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TD Private Client Wealth's HDUS Position: Q1 2026 in Review

TD Private Client Wealth increased its Hartford Disciplined US Equity ETF (HDUS) stake by 43% in Q1 2026, buying an estimated $7.53K and bringing the position to 385 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

TD Private Client Wealth first reported a position in HDUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $142K in Q2 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

TD Private Client Wealth held 385 shares of Hartford Disciplined US Equity ETF worth $24.3K as of Q1 2026.
TD Private Client Wealth bought 115 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $7.53K.
Hartford Disciplined US Equity ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #977 holding.
TD Private Client Wealth first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and has held it in 12 quarters since.
TD Private Client Wealth's Hartford Disciplined US Equity ETF position peaked at $142K in Q2 2024.
35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.