Claraphi Advisory Network’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Claraphi Advisory Network’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
2022 Q2	–	Sell	-41,640	Closed	-$832K	–	285
2022 Q1	$832K	Buy	+41,640	New	+$862K	0.24%	88
2021 Q4	–	Sell	-23,794	Closed	-$515K	–	310
2021 Q3	$515K	Buy	+23,794	New	+$518K	0.18%	138

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claraphi Advisory Network's HTAB Position: Q2 2022 in Review

Claraphi Advisory Network sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2022, closing a stake of 41,640 shares — an estimated $832K sold.

Claraphi Advisory Network first reported a position in HTAB in Q3 2021 and held it in 2 quarters. The position peaked at $832K in Q1 2022. 11 funds tracked by Wall St. Rank hold HTAB as of Q2 2022.

Claraphi Advisory Network reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2022 after selling out during the quarter.
Claraphi Advisory Network sold 41,640 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2022, an estimated $832K.
Claraphi Advisory Network first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2021 and held it in 2 quarters.
Claraphi Advisory Network's Hartford Schroders Tax-Aware Bond ETF position peaked at $832K in Q1 2022.
11 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.