Alliance Wealth Advisors (Pennsylvania)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2021 Q4	–	Sell	-9,377	Closed	-$203K	–	119
2021 Q3	$203K	Hold	9,377	–	–	0.18%	110
2021 Q2	$204K	Buy	+9,377	New	+$203K	0.18%	106

Other funds holding HTAB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s HTAB Position: Q4 2021 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2021, closing a stake of 9,377 shares — an estimated $203K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in HTAB in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 15 funds tracked by Wall St. Rank hold HTAB as of Q4 2021.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2021 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 9,377 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2021, an estimated $203K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2021 and held it in 2 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Hartford Schroders Tax-Aware Bond ETF position peaked at $204K in Q2 2021.
15 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2021.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 21 Jan 2022.