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Hartford Fds Exchange Trade total rtrn etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade total rtrn etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 10k 34.29
2025-06-30 $356k 11k 33.87
2025-03-31 $356k 11k 33.86
2024-12-31 $677k 20k 33.33

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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