Consolidated Planning Corp’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Consolidated Planning Corp’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	$41.2M	Buy	2,149,572 +128,975	+6%	+$2.47M	5.56%	5
2026 Q1	$38.4M	Buy	2,020,597 +111,929	+6%	+$2.15M	6.22%	5
2025 Q4	$36.6M	Buy	1,908,668 +86,962	+5%	+$1.68M	3.69%	4
2025 Q3	$34.8M	Buy	1,821,706 +1,077,814	+145%	+$20.2M	3.68%	4
2025 Q2	$13.9M	Buy	743,892 +188,216	+34%	+$3.53M	1.75%	11
2025 Q1	$10.7M	Buy	555,676 +130,368	+31%	+$2.52M	1.47%	16
2024 Q4	$8.23M	Buy	425,308 +231,460	+119%	+$4.54M	1.12%	23
2024 Q3	$3.84M	Buy	+193,848	New	+$3.81M	0.57%	59

Other funds holding HTAB

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Consolidated Planning Corp's HTAB Position: Q2 2026 in Review

Consolidated Planning Corp increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 6.4% in Q2 2026, buying an estimated $2.47M and bringing the position to 2,149,572 shares worth $41.2M. The position accounts for 5.56% of the portfolio, ranked #5.

Consolidated Planning Corp first reported a position in HTAB in Q3 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Consolidated Planning Corp held 2,149,572 shares of Hartford Schroders Tax-Aware Bond ETF worth $41.2M as of Q2 2026.
Consolidated Planning Corp bought 128,975 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $2.47M.
Hartford Schroders Tax-Aware Bond ETF made up 5.56% of Consolidated Planning Corp's portfolio in Q2 2026, its #5 holding.
Consolidated Planning Corp first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.