Benjamin F. Edwards & Company’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$145K	Sell	7,500 -1,300	-15%	-$25.1K	﹤0.01%	1008
2024 Q1	$172K	Buy	8,800 +1,500	+21%	+$29.3K	﹤0.01%	954
2023 Q4	$144K	Buy	7,300 +1,600	+28%	+$30K	﹤0.01%	971
2023 Q3	$104K	Sell	5,700 -200	-3%	-$3.81K	﹤0.01%	889
2023 Q2	$115K	Buy	+5,900	New	+$115K	﹤0.01%	870

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AWA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWP

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Benjamin F. Edwards & Company's HTAB Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 15% in Q2 2024, selling an estimated $25.1K and leaving 7,500 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Benjamin F. Edwards & Company first reported a position in HTAB in Q2 2023 and has held it in 5 quarters since. The position peaked at $172K in Q1 2024. 58 funds tracked by Wall St. Rank hold HTAB as of Q2 2024.

Benjamin F. Edwards & Company held 7,500 shares of Hartford Schroders Tax-Aware Bond ETF worth $145K as of Q2 2024.
Benjamin F. Edwards & Company sold 1,300 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2024, an estimated $25.1K.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1008 holding.
Benjamin F. Edwards & Company first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 5 quarters since.
Benjamin F. Edwards & Company's Hartford Schroders Tax-Aware Bond ETF position peaked at $172K in Q1 2024.
58 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.