Wealthspire Advisors (New York)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Wealthspire Advisors (New York)’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
2026 Q2	$10.3M	Sell	538,467 -2,189	-0.4%	-$41.9K	0.06%	168
2026 Q1	$10.3M	Buy	+540,656	New	+$10.4M	0.08%	111

Other funds holding HTAB

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTAB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.4% in Q2 2026, selling an estimated $41.9K and leaving 538,467 shares worth $10.3M. The position accounts for 0.06% of the portfolio, ranked #168.

Wealthspire Advisors (New York) first reported a position in HTAB in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Wealthspire Advisors (New York) held 538,467 shares of Hartford Schroders Tax-Aware Bond ETF worth $10.3M as of Q2 2026.
Wealthspire Advisors (New York) sold 2,189 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $41.9K.
Hartford Schroders Tax-Aware Bond ETF made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #168 holding.
Wealthspire Advisors (New York) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2026 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.