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

Park Capital Management’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 		– Sell
-1,090,006
Closed -$36.8M – 164
2026
Q1 		$36.8M Buy
1,090,006
+97,475
+10% +$3.33M 35.81% 1
2025
Q4 		$33.9M Buy
992,531
+83,488
+9% +$2.88M 24.26% 1
2025
Q3 		$31.2M Buy
909,043
+29,947
+3% +$1.02M 24.94% 1
2025
Q2 		$29.8M Buy
879,096
+18,954
+2% +$635K 27.57% 1
2025
Q1 		$29.1M Sell
860,142
-56,294
-6% -$1.89M 34.04% 1
2024
Q4 		$30.5M Buy
+916,436
New +$31.1M 36.56% 1

Other funds holding HTRB

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Park Capital Management's HTRB Position: Q2 2026 in Review

Park Capital Management sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2026, closing a stake of 1,090,006 shares — an estimated $36.8M sold.

Park Capital Management first reported a position in HTRB in Q4 2024 and held it in 6 quarters. The position peaked at $36.8M in Q1 2026. 21 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Park Capital Management reported no remaining Hartford Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Park Capital Management sold 1,090,006 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $36.8M.
  • Park Capital Management first reported a position in Hartford Total Return Bond ETF in Q4 2024 and held it in 6 quarters.
  • Park Capital Management's Hartford Total Return Bond ETF position peaked at $36.8M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Park Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.