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Raymond James Financial Services Advisors’s Hartford Core Bond ETF HCRB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.74M Buy
131,326
+26,734
+26% +$951K 0.01% 1249
2024
Q2 		$3.61M Buy
+104,592
New +$3.6M 0.01% 1340

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Raymond James Financial Services Advisors's HCRB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Hartford Core Bond ETF (HCRB) stake by 26% in Q3 2024, buying an estimated $951K and bringing the position to 131,326 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #1249.

Raymond James Financial Services Advisors first reported a position in HCRB in Q2 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold HCRB as of Q3 2024.

  • Raymond James Financial Services Advisors held 131,326 shares of Hartford Core Bond ETF worth $4.74M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 26,734 Hartford Core Bond ETF shares in Q3 2024, an estimated $951K.
  • Hartford Core Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1249 holding.
  • Raymond James Financial Services Advisors first reported a position in Hartford Core Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.