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 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 $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Consolidated Planning Corp's HTAB Position: Q1 2026 in Review

Consolidated Planning Corp increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 5.9% in Q1 2026, buying an estimated $2.15M and bringing the position to 2,020,597 shares worth $38.4M. The position accounts for 6.22% of the portfolio, ranked #5.

Consolidated Planning Corp first reported a position in HTAB in Q3 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

Consolidated Planning Corp held 2,020,597 shares of Hartford Schroders Tax-Aware Bond ETF worth $38.4M as of Q1 2026.
Consolidated Planning Corp bought 111,929 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $2.15M.
Hartford Schroders Tax-Aware Bond ETF made up 6.22% of Consolidated Planning Corp's portfolio in Q1 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 7 quarters since.
46 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.