Apollon Wealth Management’s Hartford Core Bond ETF HCRB Stock Holding History

Apollon Wealth Management’s Portfolio HCRB Stock Details HCRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$73.5M	Buy	2,204,757 +263,486	+14%	+$9.07M	0.84%	24
2026 Q2	$67.9M	Buy	1,941,271 +397,650	+26%	+$13.9M	0.83%	23
2026 Q1	$54.1M	Buy	1,543,621 +3,922	+0.3%	+$139K	0.88%	22
2025 Q4	$54.6M	Buy	1,539,699 +31,392	+2%	+$1.12M	0.95%	17
2025 Q3	$53.5M	Buy	1,508,307 +16,542	+1%	+$583K	0.95%	15
2025 Q2	$52.3M	Sell	1,491,765 -127,233	-8%	-$4.42M	1.03%	13
2025 Q1	$56.9M	Buy	1,618,998 +446,797	+38%	+$15.5M	1.25%	11
2024 Q4	$40.4M	Buy	1,172,201 +53,412	+5%	+$1.88M	0.93%	15
2024 Q3	$40.3M	Buy	1,118,789 +30,833	+3%	+$1.1M	1.14%	11
2024 Q2	$37.6M	Buy	1,087,956 +96,097	+10%	+$3.31M	1.14%	11
2024 Q1	$34.6M	Buy	+991,859	New	+$34.5M	1.09%	13

Other funds holding HCRB

Hartford Funds Management Wayne, Pennsylvania $1.32B AUM 4.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Apollon Wealth Management's HCRB Position: Q3 2026 in Review

Apollon Wealth Management increased its Hartford Core Bond ETF (HCRB) stake by 14% in Q3 2026, buying an estimated $9.07M and bringing the position to 2,204,757 shares worth $73.5M. The position accounts for 0.84% of the portfolio, ranked #24.

Apollon Wealth Management first reported a position in HCRB in Q1 2024 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold HCRB as of Q3 2026.

Apollon Wealth Management held 2,204,757 shares of Hartford Core Bond ETF worth $73.5M as of Q3 2026.
Apollon Wealth Management bought 263,486 Hartford Core Bond ETF shares in Q3 2026, an estimated $9.07M.
Hartford Core Bond ETF made up 0.84% of Apollon Wealth Management's portfolio in Q3 2026, its #24 holding.
Apollon Wealth Management first reported a position in Hartford Core Bond ETF in Q1 2024 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.