HARTFORD FDS EXCHANGE TRADED's ticker is HMOP and the CUSIP is 41653L503. A total of 68 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191,999 | -11.2% | 32,385 | -8.2% | 0.00% | 0.0% |
| Q2 2023 | $1,342,470 | +50.6% | 35,292 | +51.3% | 0.00% | 0.0% |
| Q1 2023 | $891,326 | +116.3% | 23,331 | +112.6% | 0.00% | +100.0% |
| Q4 2022 | $412,000 | -96.6% | 10,974 | -96.7% | 0.00% | -96.4% |
| Q3 2022 | $12,159,000 | +9.7% | 333,672 | +13.8% | 0.03% | +16.7% |
| Q2 2022 | $11,080,000 | +424.1% | 293,284 | +444.0% | 0.02% | +500.0% |
| Q1 2022 | $2,114,000 | +39.0% | 53,917 | +48.4% | 0.00% | +33.3% |
| Q4 2021 | $1,521,000 | +148.1% | 36,320 | +147.8% | 0.00% | +200.0% |
| Q3 2021 | $613,000 | +462.4% | 14,658 | +464.6% | 0.00% | – |
| Q2 2021 | $109,000 | -47.1% | 2,596 | -48.1% | 0.00% | -100.0% |
| Q1 2020 | $206,000 | – | 5,000 | – | 0.00% | – |
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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% |