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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 $609B AUM 40.19% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's HTAB Position: Q1 2024 in Review

AE Wealth Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2024, closing a stake of 71,914 shares — an estimated $1.4M sold.

AE Wealth Management first reported a position in HTAB in Q4 2023 and held it in 1 quarter. The position peaked at $1.4M in Q4 2023. 55 funds tracked by Wall St. Rank hold HTAB as of Q1 2024.

  • AE Wealth Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 71,914 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2024, an estimated $1.4M.
  • AE Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.4M in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.