HARTFORD FDS EXCHANGE TRADED's ticker is HMOP and the CUSIP is 41653L503. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $232,652 | -52.5% | 5,990 | -52.4% | 0.00% | -60.0% |
| Q4 2023 | $490,138 | -12.7% | 12,587 | -17.5% | 0.01% | -16.7% |
| Q3 2023 | $561,661 | -54.0% | 15,259 | -52.5% | 0.01% | -53.8% |
| Q2 2023 | $1,221,617 | +252.4% | 32,114 | +254.0% | 0.01% | +225.0% |
| Q1 2023 | $346,634 | -14.4% | 9,073 | -15.9% | 0.00% | -20.0% |
| Q4 2022 | $405,160 | -66.5% | 10,787 | -67.5% | 0.01% | -68.8% |
| Q3 2022 | $1,209,000 | +172.9% | 33,191 | +182.9% | 0.02% | +166.7% |
| Q2 2022 | $443,000 | – | 11,731 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy CG, LLC | 389,376 | $14,811,863 | 6.82% |
| Goldstein Advisors, LLC | 374,845 | $14,259,104 | 2.99% |
| CONSILIO WEALTH ADVISORS, LLC | 126,628 | $4,816,915 | 2.65% |
| Sterling Investment Counsel, LLC | 92,090 | $3,503,088 | 1.89% |
| ERn Financial, LLC | 209,263 | $7,960,365 | 1.67% |
| Landmark Wealth Management, LLC | 38,554 | $1,467 | 1.30% |
| Legacy Wealth Management, Inc | 403,166 | $15,336,435 | 1.30% |
| Madison Wealth Partners, Inc | 62,401 | $2,373,750 | 1.11% |
| Bernardo Wealth Planning LLC | 67,138 | $2,553,940 | 1.02% |
| Gratus Capital, LLC | 290,047 | $11,033,378 | 0.75% |