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

Arete 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	$507K	Buy	26,418 +6,269	+31%	+$120K	0.03%	286
2026 Q1	$383K	Buy	20,149 +4,300	+27%	+$82.7K	0.03%	290
2025 Q4	$304K	Sell	15,849 -915	-5%	-$17.6K	0.02%	341
2025 Q3	$321K	Sell	16,764 -9,157	-35%	-$172K	0.02%	573
2025 Q2	$485K	Buy	25,921 +6,244	+32%	+$117K	0.03%	418
2025 Q1	$377K	Sell	19,677 -13,380	-40%	-$258K	0.03%	467
2024 Q4	$640K	Sell	33,057 -1,554	-4%	-$30.5K	0.05%	347
2024 Q3	$686K	Buy	34,611 +9,941	+40%	+$196K	0.06%	292
2024 Q2	$477K	Buy	+24,670	New	+$476K	0.04%	406

Other funds holding HTAB

CPC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

YWS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Arete Wealth Advisors increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 31% in Q2 2026, buying an estimated $120K and bringing the position to 26,418 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #286.

Arete Wealth Advisors first reported a position in HTAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $686K in Q3 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Arete Wealth Advisors held 26,418 shares of Hartford Schroders Tax-Aware Bond ETF worth $507K as of Q2 2026.
Arete Wealth Advisors bought 6,269 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $120K.
Hartford Schroders Tax-Aware Bond ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Arete Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and has held it in 9 quarters since.
Arete Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $686K in Q3 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.