Sowell Financial Services LLC
Position in HDUS — Hartford Disciplined US Equity ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in HDUS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$337,391
-$3,776 QoQ
Shares Held
5,346
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HDUS Over Time
Shares Held
Position Value (USD)
All Filings in HDUS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,391 | 5,346 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $341,167 | 5,234 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $339,294 | 5,271 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $313,486 | 5,267 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $299,848 | 5,539 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||