HARTFORD FDS EXCHANGE TRADED's ticker is HMOP and the CUSIP is 41653L503. A total of 1 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $659,507 | +6.2% | 16,937 | +0.4% | 0.32% | -4.4% |
| Q3 2023 | $620,941 | +1.0% | 16,870 | +4.4% | 0.34% | +4.6% |
| Q2 2023 | $614,498 | -53.1% | 16,154 | -52.9% | 0.32% | -8.0% |
| Q1 2023 | $1,311,502 | +82.5% | 34,328 | +79.4% | 0.35% | -12.9% |
| Q4 2022 | $718,823 | +0.8% | 19,138 | -2.2% | 0.40% | -7.3% |
| Q3 2022 | $713,000 | +195.9% | 19,576 | +208.9% | 0.44% | +218.2% |
| Q2 2022 | $241,000 | -57.6% | 6,338 | -56.3% | 0.14% | -53.6% |
| Q1 2022 | $569,000 | +8.4% | 14,495 | +15.6% | 0.30% | +8.5% |
| Q4 2021 | $525,000 | +0.6% | 12,540 | +0.3% | 0.27% | 0.0% |
| Q3 2021 | $522,000 | – | 12,501 | – | 0.27% | – |
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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% |