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Cambria Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Cambria Investment Management’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
Q3 		– Sell
-10,302
Closed -$193K – 549
2025
Q2 		$193K Buy
+10,302
New +$193K 0.01% 427

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 $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambria Investment Management's HTAB Position: Q3 2025 in Review

Cambria Investment Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2025, closing a stake of 10,302 shares — an estimated $193K sold.

Cambria Investment Management first reported a position in HTAB in Q2 2025 and held it in 1 quarter. The position peaked at $193K in Q2 2025. 54 funds tracked by Wall St. Rank hold HTAB as of Q3 2025.

  • Cambria Investment Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cambria Investment Management sold 10,302 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2025, an estimated $193K.
  • Cambria Investment Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2025 and held it in 1 quarter.
  • Cambria Investment Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $193K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2025.

Based on Cambria Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.