HARTFORD FDS EXCHANGE TRADED's ticker is HMOP and the CUSIP is 41653L503. A total of 63 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,826,155 | +19.6% | 131,115 | +23.6% | 0.50% | +15.1% |
| Q2 2023 | $4,033,898 | +3.7% | 106,044 | +4.2% | 0.43% | -6.7% |
| Q1 2023 | $3,888,485 | +2.0% | 101,779 | +0.3% | 0.46% | -7.2% |
| Q4 2022 | $3,810,794 | +1.2% | 101,459 | -1.8% | 0.50% | -9.3% |
| Q3 2022 | $3,765,000 | -11.1% | 103,318 | -7.9% | 0.55% | -7.3% |
| Q2 2022 | $4,237,000 | -17.0% | 112,142 | -13.8% | 0.59% | -11.8% |
| Q1 2022 | $5,102,000 | -18.5% | 130,066 | -13.0% | 0.67% | -17.1% |
| Q4 2021 | $6,261,000 | +2.7% | 149,567 | +2.5% | 0.81% | -4.6% |
| Q3 2021 | $6,097,000 | +4.9% | 145,921 | +5.7% | 0.85% | +2.8% |
| Q2 2021 | $5,813,000 | +13.6% | 138,050 | +12.3% | 0.82% | +5.2% |
| Q1 2021 | $5,115,000 | +13.0% | 122,978 | +13.6% | 0.78% | +3.7% |
| Q4 2020 | $4,526,000 | – | 108,256 | – | 0.76% | – |
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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% |