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Hartford Fds Exchange Traded shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (HFSI) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Traded held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Traded by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 370k 35.71
2025-06-30 $13M 357k 35.11
2025-03-31 $12M 337k 34.55
2024-12-31 $11M 317k 34.30

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Hartford Fds Exchange Traded

Hartford Funds Management
Modern Wealth Management
Centric Wealth Management
Advisor Group Holdings
Stifel Financial
Wealth Enhancement Advisory Services
Wellington Management Company
Summit Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Sonoma Allocations
Strategic Blueprint
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding Hartford Fds Exchange Traded