Financial Advocates Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-50,679	Closed	-$948K	–	291
2025 Q2	$948K	Buy	+50,679	New	+$951K	0.08%	236
2025 Q1	–	Sell	-66,454	Closed	-$1.29M	–	751
2024 Q4	$1.29M	Buy	66,454 +2,482	+4%	+$48.7K	0.07%	246
2024 Q3	$1.27M	Buy	63,972 +6,430	+11%	+$126K	0.07%	256
2024 Q2	$1.11M	Buy	57,542 +20,730	+56%	+$400K	0.07%	270
2024 Q1	$721K	Buy	36,812 +1,890	+5%	+$36.9K	0.04%	375
2023 Q4	$690K	Sell	34,922 -38,217	-52%	-$716K	0.05%	364
2023 Q3	$1.34M	Sell	73,139 -51	-0.1%	-$972	0.1%	220
2023 Q2	$1.42M	Buy	73,190 +47,965	+190%	+$936K	0.1%	209
2023 Q1	$495K	Buy	+25,225	New	+$491K	0.04%	435

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Advocates Investment Management's HTAB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2025, closing a stake of 50,679 shares — an estimated $948K sold.

Financial Advocates Investment Management first reported a position in HTAB in Q1 2023 and held it in 9 quarters. The position peaked at $1.42M in Q2 2023. 54 funds tracked by Wall St. Rank hold HTAB as of Q3 2025.

Financial Advocates Investment Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 50,679 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2025, an estimated $948K.
Financial Advocates Investment Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and held it in 9 quarters.
Financial Advocates Investment Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.42M in Q2 2023.
54 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.