AWA
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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
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% 596
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

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return