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Luminist Capital’s Hartford Total Return Bond ETF HTRB Stock Holding History

Luminist Capital’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
2025
Q3 		– Sell
-16
Closed -$542 – 350
2025
Q2 		$542 Buy
+16
New +$536 ﹤0.01% 312

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Luminist Capital's HTRB Position: Q3 2025 in Review

Luminist Capital sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2025, closing a stake of 16 shares — an estimated $542 sold.

Luminist Capital first reported a position in HTRB in Q2 2025 and held it in 1 quarter. The position peaked at $542 in Q2 2025. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

  • Luminist Capital reported no remaining Hartford Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Luminist Capital sold 16 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $542.
  • Luminist Capital first reported a position in Hartford Total Return Bond ETF in Q2 2025 and held it in 1 quarter.
  • Luminist Capital's Hartford Total Return Bond ETF position peaked at $542 in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on Luminist Capital's 13F filing for Q3 2025, filed 14 Nov 2025.