HB Wealth Management »

Hartford Fds Exchange Trade total rtrn etf shares owned by HB Wealth Management

Quarter-by-quarter ownership of Hartford Fds Exchange Trade total rtrn etf (HTRB) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Hartford Fds Exchange Trade total rtrn etf

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade total rtrn etf held by HB Wealth Management 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 total rtrn etf by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $53M 1.5M 34.29
2025-06-30 $61M 1.8M 33.87
2025-03-31 $66M 2.0M 33.86

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Hartford Fds Exchange Trade total rtrn etf

Hartford Funds Management
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
HighTower Advisors
Raymond James Financial
LPL Financial
HB Wealth Management
UBS Group
Mountain Capital Investment Advisors
Cornerstone Advisors Asset Management
Park Capital Management, LLC / WI
Howard Financial Services
Berger Financial Group
Fragasso
Spire Wealth Management

View all funds holding Hartford Fds Exchange Trade total rtrn etf