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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return