Hartford Financial Management Inc. GJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Hartford Financial Management Inc.  ·  5 quarters on record

AI Ownership Summary

Hartford Financial Management Inc. reported FIRST TR EXCHNG TRADED FD VI (GJUL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.61% in 2025 Q2. The latest visible filing shows GJUL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hartford Financial Management Inc.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GJUL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GJUL stock page Hartford Financial Management Inc. fund profile Hartford Financial Management Inc. full holdings
How Hartford Financial Management Inc. held GJUL — position size vs. price
% of Fund (quarterly)    GJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,215 -3,575 -36.5% 0.06% $270K 2026-07-24 $43.53
2026 Q1 REDUCED 11.6% +6.5% ❌ 9,790 -1,279 -11.6% 0.10% $399K 2026-04-16 $42.26
2025 Q4 REDUCED 69.8% -1.3% ✅ 11,069 -25,638 -69.8% 0.12% $457K 2026-01-21 $41.45
2025 Q3 REDUCED 75.8% +2.1% ❌ 36,707 -115,065 -75.8% 0.39% $1.5M 2025-10-28 $40.98
2025 Q2 INITIATED — — — 151,772 — — 1.61% $5.9M 2025-07-31 $39.35

🏢 Other funds also holding GJUL

As of 2026 Q2 — sorted by position size

Schulz Wealth, LTD. 2.27% Avantra Family Wealth, Inc. 1.2% DAGCO, INC. 3Y 7Y 0.85% Integrity Financial Corp /WA 3Y 0.32% Wood Tarver Financial Group, LLC 0.3% Diligent Investors, LLC 3Y 7Y 0.25% Tanglewood Legacy Advisors, LLC 3Y 0.25% Alpha Financial Partners LLC 3Y 0.25% E&G Advisors, LLC 3Y 7Y 0.23% Nvest Financial, LLC 3Y 0.19%

FAQ About Hartford Financial Management Inc. and GJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hartford Financial Management Inc. reported owning GJUL?

Hartford Financial Management Inc. reported GJUL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported GJUL position in Hartford Financial Management Inc.'s portfolio?

The largest reported portfolio weight for GJUL was 1.61% in 2025 Q2.

What is the latest reported GJUL position on this page?

The most recent filing on this page is 2026 Q2, when Hartford Financial Management Inc. reported 6,215 shares, equal to 0.06% of portfolio, with an estimated market value of $270K.

What does the chart on this GJUL ownership page compare?

The chart compares Hartford Financial Management Inc.'s quarterly GJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hartford Financial Management Inc. time their GJUL position?

Based on 13F filing dates vs. subsequent GJUL price moves, Hartford Financial Management Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on GJUL relative to SPY over the holding period was +922.2%.

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