Creative Planning - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 72 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$232,499
-44.7%
7,245
-42.4%
0.00%
-100.0%
Q2 2023$420,521
-0.9%
12,579
+0.8%
0.00%0.0%
Q1 2023$424,157
+3.6%
12,475
+0.7%
0.00%0.0%
Q4 2022$409,268
-79.4%
12,387
-79.7%
0.00%
-66.7%
Q3 2022$1,985,000
-3.7%
61,170
+1.5%
0.00%0.0%
Q2 2022$2,062,000
-31.8%
60,280
-26.6%
0.00%
-40.0%
Q1 2022$3,023,000
-13.9%
82,103
-7.1%
0.01%
-16.7%
Q4 2021$3,512,000
-18.3%
88,385
-16.2%
0.01%
-25.0%
Q3 2021$4,298,000
-27.7%
105,526
-27.2%
0.01%
-27.3%
Q2 2021$5,941,000
+8.9%
145,045
+6.9%
0.01%0.0%
Q1 2021$5,456,000135,6630.01%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q3 2022
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 13,826,825$456,838,29847.83%
IRON Financial LLC 408,152$13,485,3337.74%
Marshall Financial Group, LLC 496,575$16,406,8316.37%
Financial Planning & Information Services, Inc. 634,666$20,969,3704.44%
WCG Wealth Advisors LLC 922,486$30,466,4244.18%
Arcadia Wealth Management, LLC 104,342$3,447,4483.03%
HOWARD FINANCIAL SERVICES, LTD. 306,658$10,131,9892.66%
Great Point Wealth Advisors, LLC 182,134$6,017,7232.02%
Quantitative Advantage, LLC 390,142$12,890,2921.99%
Brio Consultants, LLC 283,376$9,362,7591.86%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders