Capital Asset Advisory Services LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 25 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2020. The put-call ratio across all filers is - and the average weighting 3.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2022$174,000
-55.7%
5,071
-52.4%
0.02%
-54.8%
Q1 2022$393,000
-24.3%
10,645
-18.2%
0.04%
-23.6%
Q4 2021$519,000
-45.5%
13,020
-44.2%
0.06%
-48.1%
Q3 2021$953,000
-14.8%
23,353
-14.3%
0.11%
-13.8%
Q2 2021$1,118,000
-40.0%
27,248
-41.1%
0.12%
-55.8%
Q1 2021$1,864,000
-14.3%
46,271
-11.2%
0.28%
-28.2%
Q4 2020$2,176,000
+10.1%
52,121
+9.1%
0.39%
-6.5%
Q3 2020$1,977,000
+1.3%
47,791
+4.1%
0.41%
-1.2%
Q2 2020$1,952,000
+34.5%
45,924
+28.9%
0.42%
+8.8%
Q1 2020$1,451,000
+20.6%
35,634
+21.4%
0.38%
+36.0%
Q4 2019$1,203,00029,3520.28%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q1 2020
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 14,554,199$578,238,00054.84%
IRON Financial LLC 554,456$22,029,0009.83%
Financial Planning & Information Services, Inc. 646,301$25,678,0006.32%
Great Point Wealth Advisors, LLC 484,010$19,230,0005.89%
Marshall Financial Group LLC 381,425$15,154,0005.58%
Landmark Wealth Management, LLC 196,272$8,0004.68%
Golden State Equity Partners 217,438$8,639,0004.36%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 38,128$1,515,0002.60%
Berger Financial Group, Inc 476,566$18,934,0002.51%
Destiny Wealth Partners, LLC 274,299$10,898,0002.10%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders