Consolidated Planning Corp
HTAB icon

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
Q3 		$35.9M Sell
2,009,081
-140,491
-7% -$2.64M 4.89% 6
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Yarger Wealth Strategies
Yarger Wealth Strategies Westerville, Ohio $322M AUM 13.73% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Element Wealth
Element Wealth Ridgeland, Mississippi $271M AUM 18.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.75% 1-Year Est. Return

Consolidated Planning Corp's HTAB Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 6.5% in Q3 2026, selling an estimated $2.64M and leaving 2,009,081 shares worth $35.9M. The position accounts for 4.89% of the portfolio, ranked #6.

Consolidated Planning Corp first reported a position in HTAB in Q3 2024 and has held it in 9 quarters since. The position peaked at $41.2M in Q2 2026. 33 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

  • Consolidated Planning Corp held 2,009,081 shares of Hartford Schroders Tax-Aware Bond ETF worth $35.9M as of Q3 2026.
  • Consolidated Planning Corp sold 140,491 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2026, an estimated $2.64M.
  • Hartford Schroders Tax-Aware Bond ETF made up 4.89% of Consolidated Planning Corp's portfolio in Q3 2026, its #6 holding.
  • Consolidated Planning Corp first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Consolidated Planning Corp's Hartford Schroders Tax-Aware Bond ETF position peaked at $41.2M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.