Wealth Enhancement Advisory Services
HTRB icon

Wealth Enhancement Advisory Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$35.6M Sell
1,106,977
-25,242
-2% -$837K 0.05% 318
2026
Q2 		$38M Sell
1,132,219
-3,624
-0.3% -$122K 0.06% 262
2026
Q1 		$38.4M Sell
1,135,843
-617,564
-35% -$21.1M 0.08% 241
2025
Q4 		$59.9M Sell
1,753,407
-29,022
-2% -$1,000K 0.08% 230
2025
Q3 		$61.2M Sell
1,782,429
-32,619
-2% -$1.11M 0.09% 209
2025
Q2 		$61.2M Sell
1,815,048
-40,254
-2% -$1.35M 0.1% 198
2025
Q1 		$62.8M Sell
1,855,302
-83,459
-4% -$2.81M 0.12% 169
2024
Q4 		$64.6M Sell
1,938,761
-55,714
-3% -$1.89M 0.12% 160
2024
Q3 		$69.7M Buy
1,994,475
+10,158
+0.5% +$350K 0.15% 137
2024
Q2 		$66.5M Sell
1,984,317
-54,079
-3% -$1.8M 0.16% 138
2024
Q1 		$68.8M Sell
2,038,396
-189,965
-9% -$6.4M 0.18% 121
2023
Q4 		$75.8M Buy
2,228,361
+2,124,104
+2,037% +$69.2M 0.22% 102
2023
Q3 		$3.35M Buy
+104,257
New +$3.44M 0.01% 679

Other funds holding HTRB

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTRB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Hartford Total Return Bond ETF (HTRB) stake by 2.2% in Q3 2026, selling an estimated $837K and leaving 1,106,977 shares worth $35.6M. The position accounts for 0.05% of the portfolio, ranked #318.

Wealth Enhancement Advisory Services first reported a position in HTRB in Q3 2023 and has held it in 13 quarters since. The position peaked at $75.8M in Q4 2023. 14 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,106,977 shares of Hartford Total Return Bond ETF worth $35.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 25,242 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $837K.
  • Hartford Total Return Bond ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #318 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hartford Total Return Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Hartford Total Return Bond ETF position peaked at $75.8M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.