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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
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

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Apollon Wealth Management's HCRB Position: Q2 2026 in Review

Apollon Wealth Management increased its Hartford Core Bond ETF (HCRB) stake by 26% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,941,271 shares worth $67.9M. The position accounts for 0.83% of the portfolio, ranked #23.

Apollon Wealth Management first reported a position in HCRB in Q1 2024 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold HCRB as of Q2 2026.

  • Apollon Wealth Management held 1,941,271 shares of Hartford Core Bond ETF worth $67.9M as of Q2 2026.
  • Apollon Wealth Management bought 397,650 Hartford Core Bond ETF shares in Q2 2026, an estimated $13.9M.
  • Hartford Core Bond ETF made up 0.83% of Apollon Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Apollon Wealth Management first reported a position in Hartford Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 24 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.