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 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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Amplius Wealth Advisors's HTAB Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 53% in Q2 2026, selling an estimated $288K and leaving 13,579 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #177.

Amplius Wealth Advisors first reported a position in HTAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.9M in Q2 2025. 19 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Amplius Wealth Advisors held 13,579 shares of Hartford Schroders Tax-Aware Bond ETF worth $260K as of Q2 2026.
Amplius Wealth Advisors sold 15,027 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $288K.
Hartford Schroders Tax-Aware Bond ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #177 holding.
Amplius Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 13 quarters since.
Amplius Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $34.9M in Q2 2025.
19 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.