Financial Planning & Information Services, Inc. - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HMOP and the CUSIP is 41653L503. A total of 60 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$2,999,782
+1.3%
81,497
+4.7%
0.56%
+2.2%
Q2 2023$2,961,034
+4.6%
77,840
+5.0%
0.55%
-0.5%
Q1 2023$2,831,334
+49.6%
74,109
+47.1%
0.55%
+36.9%
Q4 2022$1,892,761
+7.3%
50,393
+4.1%
0.40%
-6.1%
Q3 2022$1,764,000
+14.9%
48,401
+19.1%
0.43%
+14.2%
Q2 2022$1,535,000
-33.5%
40,629
-30.9%
0.37%
-27.4%
Q1 2022$2,307,000
-10.6%
58,819
-4.6%
0.52%
-18.9%
Q4 2021$2,580,000
-0.2%
61,638
-0.4%
0.64%
-9.7%
Q3 2021$2,586,000
+0.6%
61,884
+1.4%
0.70%
-6.8%
Q2 2021$2,570,000
+27.9%
61,032
+26.3%
0.75%
+22.4%
Q1 2021$2,010,000
+805.4%
48,332
+811.2%
0.62%
+721.3%
Q4 2020$222,0005,3040.08%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q1 2023
NameSharesValueWeighting ↓
Legacy CG, LLC 389,376$14,811,8636.82%
Goldstein Advisors, LLC 374,845$14,259,1042.99%
CONSILIO WEALTH ADVISORS, LLC 126,628$4,816,9152.65%
Sterling Investment Counsel, LLC 92,090$3,503,0881.89%
ERn Financial, LLC 209,263$7,960,3651.67%
Landmark Wealth Management, LLC 38,554$1,4671.30%
Legacy Wealth Management, Inc 403,166$15,336,4351.30%
Madison Wealth Partners, Inc 62,401$2,373,7501.11%
Bernardo Wealth Planning LLC 67,138$2,553,9401.02%
Gratus Capital, LLC 290,047$11,033,3780.75%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders