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 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
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 Q3 2023
NameSharesValueWeighting ↓
Capital Asset Advisory Services LLC 401,065$16,782,0001.87%
Strid Group, LLC 153,366$6,417,0001.44%
Sepio Capital, LP 246,669$10,307,0000.85%
Willis Johnson & Associates, Inc. 145,921$6,097,0000.85%
Financial Planning & Information Services, Inc. 61,884$2,586,0000.70%
SWMG, LLC 21,361$893,0000.52%
AVANTAX ADVISORY SERVICES, INC. 532,910$22,281,0000.37%
Stonehearth Capital Management, LLC 12,501$522,0000.27%
Alliance Wealth Advisors, LLC 9,600$402,0000.18%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 70,599$2,951,0000.14%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders