WCG Wealth Advisors LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 89 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2023$35,068
+2.9%
1,073,401
+5.3%
2.57%
-35.4%
Q2 2023$34,067
+5.5%
1,018,960
+7.2%
3.98%
-3.9%
Q1 2023$32,306
-99.9%
950,191
+3.0%
4.14%
-1.0%
Q4 2022$30,466,424
+2.9%
922,486
+1.1%
4.18%
+6.8%
Q3 2022$29,598,000
-50.0%
912,229
-46.7%
3.92%
-3.5%
Q2 2022$59,245,0001,710,4474.06%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q3 2023
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