Fermata Advisors »

Hartford Fds Exchange Trade schrdrs tax bd shares owned by Fermata Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Trade schrdrs tax bd (HTAB) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in Hartford Fds Exchange Trade schrdrs tax bd

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade schrdrs tax bd held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hartford Fds Exchange Trade schrdrs tax bd by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 12k 19.13
2025-06-30 $218k 12k 18.71
2025-03-31 $420k 22k 19.17
2024-12-31 $424k 22k 19.36

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

Bank of New York Mellon
Consolidated Planning Corp
LPL Financial
Raymond James Financial
Branch Banking & Trust Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Main Street Financial Solutions
Jones Financial Companies, L.L
Yarger Wealth Strategies
Cetera Investment Advisers
Advisor Group Holdings
Axxcess Wealth Management
Wealthcare Advisory Partners
IAG Wealth Partners

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd