Amplius Wealth Advisors
HTAB icon

Amplius Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Amplius Wealth Advisors’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
2026
Q3 		– Sell
-13,579
Closed -$260K – 228
2026
Q2 		$260K Sell
13,579
-15,027
-53% -$288K 0.02% 177
2026
Q1 		$544K Sell
28,606
-8,584
-23% -$165K 0.05% 101
2025
Q4 		$712K Sell
37,190
-10,823
-23% -$209K 0.06% 87
2025
Q3 		$918K Sell
48,013
-1,818,870
-97% -$34.1M 0.08% 75
2025
Q2 		$34.9M Buy
1,866,883
+180,524
+11% +$3.39M 3.25% 9
2025
Q1 		$32.3M Sell
1,686,359
-88,814
-5% -$1.72M 3.36% 9
2024
Q4 		$34.4M Buy
1,775,173
+1,019,668
+135% +$20M 3.52% 9
2024
Q3 		$15M Buy
755,505
+11,713
+2% +$230K 1.63% 18
2024
Q2 		$14.4M Sell
743,792
-202,572
-21% -$3.91M 1.6% 20
2024
Q1 		$18.5M Buy
946,364
+258,160
+38% +$5.05M 2.08% 15
2023
Q4 		$13.6M Buy
688,204
+43,022
+7% +$806K 1.64% 19
2023
Q3 		$11.8M Buy
645,182
+166,777
+35% +$3.18M 1.58% 21
2023
Q2 		$9.3M Buy
+478,405
New +$9.34M 1.25% 23

Other funds holding HTAB

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Yarger Wealth Strategies
Yarger Wealth Strategies Westerville, Ohio $322M AUM 13.73% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Element Wealth
Element Wealth Ridgeland, Mississippi $271M AUM 18.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Amplius Wealth Advisors's HTAB Position: Q3 2026 in Review

Amplius Wealth Advisors sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2026, closing a stake of 13,579 shares — an estimated $260K sold.

Amplius Wealth Advisors first reported a position in HTAB in Q2 2023 and held it in 13 quarters. The position peaked at $34.9M in Q2 2025. 33 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

  • Amplius Wealth Advisors reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 13,579 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2026, an estimated $260K.
  • Amplius Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and held it in 13 quarters.
  • Amplius Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $34.9M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.