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Prime Capital Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Prime Capital Investment Advisors’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
2024
Q3 		– Sell
-6,512
Closed -$218K – 946
2024
Q2 		$218K Buy
6,512
+2
+0% +$67 ﹤0.01% 832
2024
Q1 		$220K Buy
6,510
+3
+0% +$101 ﹤0.01% 896
2023
Q4 		$221K Buy
+6,507
New +$212K ﹤0.01% 847

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Prime Capital Investment Advisors's HTRB Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2024, closing a stake of 6,512 shares — an estimated $218K sold.

Prime Capital Investment Advisors first reported a position in HTRB in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q4 2023. 111 funds tracked by Wall St. Rank hold HTRB as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Hartford Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 6,512 Hartford Total Return Bond ETF shares in Q3 2024, an estimated $218K.
  • Prime Capital Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Hartford Total Return Bond ETF position peaked at $221K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.