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Prospera Financial Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-1,831
Closed -$67K – 2061
2022
Q1 		$67K Buy
+1,831
New +$69.7K ﹤0.01% 1253
2020
Q4 		– Sell
-2,395
Closed -$99K – 1067
2020
Q3 		$99K Buy
+2,395
New +$101K 0.04% 408

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's HTRB Position: Q2 2022 in Review

Prospera Financial Services sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2022, closing a stake of 1,831 shares — an estimated $67K sold.

Prospera Financial Services first reported a position in HTRB in Q3 2020 and held it in 2 quarters. The position peaked at $99K in Q3 2020. 67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

  • Prospera Financial Services reported no remaining Hartford Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,831 Hartford Total Return Bond ETF shares in Q2 2022, an estimated $67K.
  • Prospera Financial Services first reported a position in Hartford Total Return Bond ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Hartford Total Return Bond ETF position peaked at $99K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.