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Providence Capital Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Providence Capital Advisors’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
2022
Q1 		– Sell
-582
Closed -$12K – 484
2021
Q4 		$12K Hold
582
– – ﹤0.01% 218
2021
Q3 		$13K Hold
582
– – ﹤0.01% 212
2021
Q2 		$13K Hold
582
– – ﹤0.01% 211
2021
Q1 		$13K Hold
582
– – ﹤0.01% 192
2020
Q4 		$13K Hold
582
– – 0.01% 204
2020
Q3 		$13K Buy
+582
New +$12.7K 0.01% 147

Other funds holding HTAB

Bank of New York Mellon
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return