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Hartford Fds Exchange Trade shrt durtn etf shares owned by ForthRight Wealth Management

Quarter-by-quarter ownership of Hartford Fds Exchange Trade shrt durtn etf (HSRT) shares owned by ForthRight Wealth Management from 13F filings

Historical chart of ForthRight Wealth Management investment in Hartford Fds Exchange Trade shrt durtn etf

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All positions including Hartford Fds Exchange Trade shrt durtn etf held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade shrt durtn etf by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 185k 38.98
2024-06-30 $3.2M 83k 38.94
2024-03-31 $1.9M 49k 38.95
2023-12-31 $1.6M 40k 38.98
2023-09-30 $914k 24k 38.08

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr Russ 2000 Divd (SMDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)

View all positions for ForthRight Wealth Management

Top funds holding Hartford Fds Exchange Trade shrt durtn etf

Fiduciary Planning
LPL Financial
ForthRight Wealth Management
Susquehanna International
Private Advisor
Belpointe Asset Management
Commonwealth Equity Services
Atria Wealth Solutions
Concurrent Investment Advisors
Stifel Financial
Steward Partners Investment Advisory
Quad-Cities Investment Group
Branch Banking & Trust Company
Jacobi Capital Management
Westside Investment Management

View all funds holding Hartford Fds Exchange Trade shrt durtn etf