Simplicity Wealth,LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 97 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2024$897,902
-82.6%
26,811
-82.4%
0.02%
-83.7%
Q1 2024$5,148,255
+1551.1%
152,586
+1565.2%
0.12%
+1.7%
Q4 2023$311,815
+17.6%
9,163
+10.9%
0.12%
-21.9%
Q3 2023$265,212
-3.0%
8,265
+1.0%
0.16%
-8.8%
Q2 2023$273,491
+10.4%
8,181
+12.3%
0.17%
+3.0%
Q1 2023$247,758
-44.4%
7,287
-46.0%
0.16%
-58.0%
Q4 2022$445,71013,4900.39%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q2 2024
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 14,104,120$574,461,00055.14%
IRON Financial LLC 540,406$22,011,00010.56%
Marshall Financial Group, LLC 395,657$16,115,0008.33%
Great Point Wealth Advisors, LLC 514,754$20,966,0007.21%
Financial Planning & Information Services, Inc. 488,750$19,907,0005.41%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 43,267$1,762,0003.05%
Berger Financial Group, Inc 408,225$16,627,0003.00%
Golden State Equity Partners 151,207$6,159,0002.51%
Destiny Wealth Partners, LLC 267,323$10,888,0002.18%
Strid Group, LLC 204,563$8,349,0001.87%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders