Next Financial Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Next Financial Group’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
2021 Q4	$0	Buy	+6	New	+$243	﹤0.01%	2906

Other funds holding HTRB

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Next Financial Group's HTRB Position: Q4 2021 in Review

Next Financial Group opened a new position in Hartford Total Return Bond ETF (HTRB) in Q4 2021: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2906 among its holdings.

69 funds tracked by Wall St. Rank hold HTRB as of Q4 2021.

Next Financial Group held 6 shares of Hartford Total Return Bond ETF worth $0 as of Q4 2021.
Hartford Total Return Bond ETF was a new Next Financial Group position in Q4 2021.
Hartford Total Return Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2906 holding.
69 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.