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 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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Apollon Wealth Management's HCRB Position: Q1 2026 in Review

Apollon Wealth Management increased its Hartford Core Bond ETF (HCRB) stake by 0.25% in Q1 2026, buying an estimated $139K and bringing the position to 1,543,621 shares worth $54.1M. The position accounts for 0.88% of the portfolio, ranked #22.

Apollon Wealth Management first reported a position in HCRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $56.9M in Q1 2025. 22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

Apollon Wealth Management held 1,543,621 shares of Hartford Core Bond ETF worth $54.1M as of Q1 2026.
Apollon Wealth Management bought 3,922 Hartford Core Bond ETF shares in Q1 2026, an estimated $139K.
Hartford Core Bond ETF made up 0.88% of Apollon Wealth Management's portfolio in Q1 2026, its #22 holding.
Apollon Wealth Management first reported a position in Hartford Core Bond ETF in Q1 2024 and has held it in 9 quarters since.
Apollon Wealth Management's Hartford Core Bond ETF position peaked at $56.9M in Q1 2025.
22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.