Cetera Advisor Networks’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Cetera Advisor Networks’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 Q1	$4.44M	Sell	226,905 -1,521	-0.7%	-$29.7K	0.02%	680
2023 Q4	$4.51M	Buy	228,426 +60,966	+36%	+$1.14M	0.03%	621
2023 Q3	$3.06M	Sell	167,460 -32,159	-16%	-$613K	0.02%	728
2023 Q2	$3.88M	Buy	199,619 +27,745	+16%	+$542K	0.03%	597
2023 Q1	$3.37M	Buy	171,874 +42,395	+33%	+$825K	0.02%	643
2022 Q4	$2.47M	Buy	129,479 +8,137	+7%	+$153K	0.02%	724
2022 Q3	$2.23M	Buy	121,342 +99,039	+444%	+$1.92M	0.03%	546
2022 Q2	$430K	Buy	+22,303	New	+$433K	0.01%	1373

Other funds holding HTAB

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

RJA

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

RJFSA

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

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

EFL

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Advisor Networks's HTAB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.67% in Q1 2024, selling an estimated $29.7K and leaving 226,905 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #680.

Cetera Advisor Networks first reported a position in HTAB in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.51M in Q4 2023. 55 funds tracked by Wall St. Rank hold HTAB as of Q1 2024.

Cetera Advisor Networks held 226,905 shares of Hartford Schroders Tax-Aware Bond ETF worth $4.44M as of Q1 2024.
Cetera Advisor Networks sold 1,521 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2024, an estimated $29.7K.
Hartford Schroders Tax-Aware Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #680 holding.
Cetera Advisor Networks first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2022 and has held it in 8 quarters since.
Cetera Advisor Networks's Hartford Schroders Tax-Aware Bond ETF position peaked at $4.51M in Q4 2023.
55 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.