Legacy Solutions LLC’s Hartford Total Return Bond ETF HTRB Stock Holding History

Legacy Solutions LLC’s Portfolio HTRB Stock Details HTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	90,400 +9,207	+11%	+$311K	2.47%	9
2026 Q1	$2.74M	Buy	81,193 +5,180	+7%	+$177K	2.54%	10
2025 Q4	$2.6M	Buy	76,013 +1,298	+2%	+$44.7K	2.28%	10
2025 Q3	$2.56M	Buy	74,715 +1,608	+2%	+$54.7K	2.3%	10
2025 Q2	$2.48M	Buy	73,107 +1,259	+2%	+$42.2K	2.37%	10
2025 Q1	$2.43M	Buy	71,848 +3,887	+6%	+$131K	2.68%	10
2024 Q4	$2.27M	Buy	+67,961	New	+$2.31M	2.47%	10

Other funds holding HTRB

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return