Cetera Investment Advisers’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Cetera Investment Advisers’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
2026 Q2	$6.13M	Buy	319,584 +9,578	+3%	+$183K	0.01%	1468
2026 Q1	$5.89M	Buy	310,006 +10,332	+3%	+$199K	0.01%	1400
2025 Q4	$5.74M	Sell	299,674 -4,829	-2%	-$93.1K	0.01%	1373
2025 Q3	$5.83M	Sell	304,503 -23,357	-7%	-$438K	0.01%	1313
2025 Q2	$6.13M	Buy	327,860 +54,090	+20%	+$1.01M	0.01%	1066
2025 Q1	$5.25M	Buy	273,770 +41,751	+18%	+$806K	0.01%	1083
2024 Q4	$4.49M	Buy	232,019 +6,571	+3%	+$129K	0.01%	1097
2024 Q3	$4.47M	Buy	225,448 +11,678	+5%	+$230K	0.01%	1063
2024 Q2	$4.13M	Sell	213,770 -24,044	-10%	-$464K	0.01%	1097
2024 Q1	$4.66M	Buy	+237,814	New	+$4.65M	0.01%	1022

Other funds holding HTAB

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

YWS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's HTAB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 3.1% in Q2 2026, buying an estimated $183K and bringing the position to 319,584 shares worth $6.13M. The position accounts for 0.01% of the portfolio, ranked #1468.

Cetera Investment Advisers first reported a position in HTAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.13M in Q2 2025. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Cetera Investment Advisers held 319,584 shares of Hartford Schroders Tax-Aware Bond ETF worth $6.13M as of Q2 2026.
Cetera Investment Advisers bought 9,578 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $183K.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1468 holding.
Cetera Investment Advisers first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Hartford Schroders Tax-Aware Bond ETF position peaked at $6.13M in Q2 2025.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.