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 3 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q4 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 12,814,735$534,887,00076.83%
IRON Financial LLC 604,230$25,221,00012.69%
Marshall Financial Group LLC 314,499$13,127,0008.56%
Great Point Wealth Advisors, LLC 302,227$12,614,0005.41%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 106$4,434,0004.04%
Legacy Financial Advisors, Inc. 307,850$12,850,0003.63%
RATIONAL ADVISORS LLC 316,039$13,191,0003.54%
Strid Group, LLC 185,326$7,748,0002.09%
Destiny Wealth Partners, LLC 211,623$8,833,0001.84%
Golden State Equity Partners 48,852$2,039,0001.40%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders