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Hartford Fds Exchange Traded shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (QUVU) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Traded held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Traded by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 157k 26.55
2025-06-30 $3.8M 149k 25.66

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Hartford Fds Exchange Traded

Matrix Trust
Jones Financial Companies, L.L
Modern Wealth Management
CI Private Wealth
LPL Financial
Davenport & Co
Raymond James Financial
Thurston, Springer, Miller, Herd & Titak
Ashton Thomas Private Wealth
Jane Street
Susquehanna International
Bowman & Co S.C.
EverSource Wealth Advisors
Commonwealth Equity Services
Morgan Stanley

View all funds holding Hartford Fds Exchange Traded