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Prosperity Financial Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Prosperity Financial 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
2023
Q3 		– Sell
-11,740
Closed -$228K – 130
2023
Q2 		$228K Sell
11,740
-116
-1% -$2.26K 0.2% 109
2023
Q1 		$233K Buy
+11,856
New +$231K 0.24% 88

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Prosperity Financial Group's HTAB Position: Q3 2023 in Review

Prosperity Financial Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2023, closing a stake of 11,740 shares — an estimated $228K sold.

Prosperity Financial Group first reported a position in HTAB in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q1 2023. 39 funds tracked by Wall St. Rank hold HTAB as of Q3 2023.

  • Prosperity Financial Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 11,740 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2023, an estimated $228K.
  • Prosperity Financial Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and held it in 2 quarters.
  • Prosperity Financial Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $233K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.