Atticus Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Atticus Wealth Management’s Portfolio HTRB Stock Details HTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-507,709	Closed	-$17.1M	–	187
2026 Q2	$17.1M	Buy	507,709 +33,006	+7%	+$1.12M	4.08%	5
2026 Q1	$16M	Sell	474,703 -4,785	-1%	-$164K	4.34%	4
2025 Q4	$16.4M	Buy	479,488 +29,355	+7%	+$1.01M	4.04%	4
2025 Q3	$15.4M	Buy	450,133 +97,328	+28%	+$3.31M	3.9%	4
2025 Q2	$11.9M	Buy	352,805 +12,651	+4%	+$424K	3.23%	5
2025 Q1	$11.5M	Buy	340,154 +154,148	+83%	+$5.18M	3.76%	5
2024 Q4	$6.2M	Sell	186,006 -168,402	-48%	-$5.72M	1.93%	11
2024 Q3	$12.4M	Buy	+354,408	New	+$12.2M	3.98%	4

Other funds holding HTRB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Atticus Wealth Management's HTRB Position: Q3 2026 in Review

Atticus Wealth Management sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2026, closing a stake of 507,709 shares — an estimated $17.1M sold.

Atticus Wealth Management first reported a position in HTRB in Q3 2024 and held it in 8 quarters. The position peaked at $17.1M in Q2 2026. 27 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Atticus Wealth Management reported no remaining Hartford Total Return Bond ETF position as of Q3 2026 after selling out during the quarter.
Atticus Wealth Management sold 507,709 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $17.1M.
Atticus Wealth Management first reported a position in Hartford Total Return Bond ETF in Q3 2024 and held it in 8 quarters.
Atticus Wealth Management's Hartford Total Return Bond ETF position peaked at $17.1M in Q2 2026.
27 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.