AE Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

AE Wealth Management’s Portfolio HTAB Stock Details HTAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-71,914	Closed	-$1.4M	–	1523
2023 Q4	$1.4M	Buy	+71,914	New	+$1.35M	0.01%	1035

Other funds holding HTAB

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return