Kestra Advisory Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Kestra Advisory Services’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	$1.89M	Buy	98,288 +4,605	+5%	+$88.1K	0.01%	1396
2026 Q1	$1.78M	Buy	93,683 +6,173	+7%	+$119K	0.01%	1374
2025 Q4	$1.68M	Buy	87,510 +4,775	+6%	+$92K	0.01%	1320
2025 Q3	$1.58M	Buy	82,735 +2,012	+2%	+$37.7K	0.01%	1292
2025 Q2	$1.51M	Buy	80,723 +17,989	+29%	+$337K	0.01%	1237
2025 Q1	$1.2M	Buy	62,734 +25,130	+67%	+$485K	0.01%	1278
2024 Q4	$728K	Buy	37,604 +8,309	+28%	+$163K	﹤0.01%	1612
2024 Q3	$580K	Buy	29,295 +14,821	+102%	+$291K	﹤0.01%	1679
2024 Q2	$279K	Buy	14,474 +4,436	+44%	+$85.6K	﹤0.01%	2155
2024 Q1	$197K	Buy	+10,038	New	+$196K	﹤0.01%	2280

Other funds holding HTAB

CPC

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

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

Kestra Advisory Services's HTAB Position: Q2 2026 in Review

Kestra Advisory Services increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 4.9% in Q2 2026, buying an estimated $88.1K and bringing the position to 98,288 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1396.

Kestra Advisory Services first reported a position in HTAB in Q1 2024 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Kestra Advisory Services held 98,288 shares of Hartford Schroders Tax-Aware Bond ETF worth $1.89M as of Q2 2026.
Kestra Advisory Services bought 4,605 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $88.1K.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1396 holding.
Kestra Advisory Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and has held it in 10 quarters since.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.