Cetera Investment Advisers
HTAB icon

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
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

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 $617M AUM 21.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $247M AUM 15.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return