James T. Borello RIA’s Hartford Large Cap Growth ETF HFGO Stock Holding History

James T. Borello RIA’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 Q3	$167K	Sell	5,509 -237	-4%	-$6.95K	0.03%	123
2026 Q2	$169K	Hold	5,746	–	–	0.04%	127
2026 Q1	$140K	Hold	5,746	–	–	0.04%	130
2025 Q4	$157K	Buy	+5,746	New	+$158K	0.04%	111

Other funds holding HFGO

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

James T. Borello RIA's HFGO Position: Q3 2026 in Review

James T. Borello RIA reduced its Hartford Large Cap Growth ETF (HFGO) stake by 4.1% in Q3 2026, selling an estimated $6.95K and leaving 5,509 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #123.

James T. Borello RIA first reported a position in HFGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $169K in Q2 2026. 2 funds tracked by Wall St. Rank hold HFGO as of Q3 2026.

James T. Borello RIA held 5,509 shares of Hartford Large Cap Growth ETF worth $167K as of Q3 2026.
James T. Borello RIA sold 237 Hartford Large Cap Growth ETF shares in Q3 2026, an estimated $6.95K.
Hartford Large Cap Growth ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #123 holding.
James T. Borello RIA first reported a position in Hartford Large Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
James T. Borello RIA's Hartford Large Cap Growth ETF position peaked at $169K in Q2 2026.
2 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.