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Hartford Fds Exchange Traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (HFSI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Traded held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Traded by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $355k 10k 34.72

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Hartford Fds Exchange Traded

New England Capital Financial Advisors
Northwestern Mutual Wealth Management Company
Hartford Funds Management
Bank of America Corporation
Benjamin Edwards
Retirement Management Systems
Modern Wealth Management
Bleakley Financial Group
NFP Retirement
Raymond James Financial
Advisor Group Holdings
Centric Wealth Management
Royal Bank of Canada
Envestnet Asset Management
Live Oak Investment Partners

View all funds holding Hartford Fds Exchange Traded