Valmark Advisers’s Hartford Total Return Bond ETF HTRB Stock Holding History

Valmark Advisers’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
2021 Q3	–	Sell	-6,614	Closed	-$271K	–	403
2021 Q2	$271K	Sell	6,614 -2,387	-27%	-$97.1K	0.01%	340
2021 Q1	$362K	Buy	+9,001	New	+$369K	0.01%	301

Other funds holding HTRB

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Valmark Advisers's HTRB Position: Q3 2021 in Review

Valmark Advisers sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2021, closing a stake of 6,614 shares — an estimated $271K sold.

Valmark Advisers first reported a position in HTRB in Q1 2021 and held it in 2 quarters. The position peaked at $362K in Q1 2021. 57 funds tracked by Wall St. Rank hold HTRB as of Q3 2021.

Valmark Advisers reported no remaining Hartford Total Return Bond ETF position as of Q3 2021 after selling out during the quarter.
Valmark Advisers sold 6,614 Hartford Total Return Bond ETF shares in Q3 2021, an estimated $271K.
Valmark Advisers first reported a position in Hartford Total Return Bond ETF in Q1 2021 and held it in 2 quarters.
Valmark Advisers's Hartford Total Return Bond ETF position peaked at $362K in Q1 2021.
57 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.