Private Advisor Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Private Advisor Group’s Portfolio HTAB Stock Details HTAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,157	Closed	-$195K	–	2771
2025 Q4	$195K	Sell	10,157 -40	-0.4%	-$771	﹤0.01%	2407
2025 Q3	$195K	Sell	10,197 -27,498	-73%	-$515K	﹤0.01%	2341
2025 Q2	$705K	Buy	37,695 +1,902	+5%	+$35.7K	﹤0.01%	1502
2025 Q1	$686K	Buy	35,793 +5,994	+20%	+$116K	﹤0.01%	1451
2024 Q4	$577K	Buy	29,799 +4,260	+17%	+$83.6K	﹤0.01%	1496
2024 Q3	$506K	Buy	25,539 +659	+3%	+$13K	﹤0.01%	1605
2024 Q2	$480K	Buy	24,880 +26	+0.1%	+$502	﹤0.01%	1581
2024 Q1	$487K	Buy	24,854 +9,989	+67%	+$195K	﹤0.01%	1539
2023 Q4	$294K	Sell	14,865 -585	-4%	-$11K	﹤0.01%	1795
2023 Q3	$282K	Sell	15,450 -258	-2%	-$4.92K	﹤0.01%	1660
2023 Q2	$305K	Buy	+15,708	New	+$307K	﹤0.01%	1620

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Advisor Group's HTAB Position: Q1 2026 in Review

Private Advisor Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 10,157 shares — an estimated $195K sold.

Private Advisor Group first reported a position in HTAB in Q2 2023 and held it in 11 quarters. The position peaked at $705K in Q2 2025. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

Private Advisor Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
Private Advisor Group sold 10,157 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $195K.
Private Advisor Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and held it in 11 quarters.
Private Advisor Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $705K in Q2 2025.
47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.