Atria Wealth Solutions’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$573K	Buy	30,513 +668	+2%	+$12.5K	0.01%	855
2025 Q1	$574K	Buy	29,845 +594	+2%	+$11.5K	0.01%	1143
2024 Q4	$569K	Sell	29,251 -296	-1%	-$5.81K	0.01%	1205
2024 Q3	$587K	Buy	29,547 +422	+1%	+$8.3K	0.01%	1162
2024 Q2	$564K	Sell	29,125 -1,080	-4%	-$20.8K	0.01%	1184
2024 Q1	$593K	Sell	30,205 -116	-0.4%	-$2.27K	0.01%	1183
2023 Q4	$601K	Buy	30,321 +3,582	+13%	+$67.1K	0.01%	1117
2023 Q3	$490K	Buy	26,739 +602	+2%	+$11.5K	0.01%	1137
2023 Q2	$510K	Buy	26,137 +4,542	+21%	+$88.6K	0.01%	1149
2023 Q1	$425K	Buy	+21,595	New	+$420K	0.01%	1226

Other funds holding HTAB

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

CPC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Atria Wealth Solutions's HTAB Position: Q2 2025 in Review

Atria Wealth Solutions increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 2.2% in Q2 2025, buying an estimated $12.5K and bringing the position to 30,513 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #855.

Atria Wealth Solutions first reported a position in HTAB in Q1 2023 and has held it in 10 quarters since. The position peaked at $601K in Q4 2023. 60 funds tracked by Wall St. Rank hold HTAB as of Q2 2025.

Atria Wealth Solutions held 30,513 shares of Hartford Schroders Tax-Aware Bond ETF worth $573K as of Q2 2025.
Atria Wealth Solutions bought 668 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2025, an estimated $12.5K.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #855 holding.
Atria Wealth Solutions first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Hartford Schroders Tax-Aware Bond ETF position peaked at $601K in Q4 2023.
60 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.