VAS
HDUS

Vestmark Advisory Solutions’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Vestmark Advisory Solutions’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
2023
Q3 		– Sell
-5,168
Closed -$227K – 612
2023
Q2 		$227K Buy
+5,168
New +$216K 0.01% 801

Other funds holding HDUS

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RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Vestmark Advisory Solutions's HDUS Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2023, closing a stake of 5,168 shares — an estimated $227K sold.

Vestmark Advisory Solutions first reported a position in HDUS in Q2 2023 and held it in 1 quarter. The position peaked at $227K in Q2 2023. 23 funds tracked by Wall St. Rank hold HDUS as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 5,168 Hartford Disciplined US Equity ETF shares in Q3 2023, an estimated $227K.
  • Vestmark Advisory Solutions first reported a position in Hartford Disciplined US Equity ETF in Q2 2023 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Hartford Disciplined US Equity ETF position peaked at $227K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.