Beacon Pointe Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Beacon Pointe Advisors’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 Q2	$490K	Buy	14,522 +1,573	+12%	+$53.2K	﹤0.01%	1348
2026 Q1	$437K	Buy	+12,949	New	+$443K	﹤0.01%	1360

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Pointe Advisors's HTRB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 12% in Q2 2026, buying an estimated $53.2K and bringing the position to 14,522 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Beacon Pointe Advisors first reported a position in HTRB in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Beacon Pointe Advisors held 14,522 shares of Hartford Total Return Bond ETF worth $490K as of Q2 2026.
Beacon Pointe Advisors bought 1,573 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $53.2K.
Hartford Total Return Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1348 holding.
Beacon Pointe Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.