Wealth Enhancement Advisory Services
HTAB icon

Wealth Enhancement Advisory Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q3 		– Sell
-11,168
Closed -$209K – 3636
2025
Q2 		$209K Buy
11,168
+12
+0.1% +$225 ﹤0.01% 2959
2025
Q1 		$214K Buy
+11,156
New +$215K ﹤0.01% 2623

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Bank of America
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Raymond James Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTAB Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2025, closing a stake of 11,168 shares — an estimated $209K sold.

Wealth Enhancement Advisory Services first reported a position in HTAB in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 54 funds tracked by Wall St. Rank hold HTAB as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,168 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2025, an estimated $209K.
  • Wealth Enhancement Advisory Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Hartford Schroders Tax-Aware Bond ETF position peaked at $214K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.