Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

HTRBHTRB
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

Yes. Wealth Enhancement Advisory Services holds 1,106,977 shares of HTRB, worth $35.6M, as of its Q3 2026 13F filing. It reduced the position by 25,242 shares (-2.2%) from Q2 2026. Wealth Enhancement Advisory Services has held HTRB since Q3 2023, across 13 quarterly 13F filings. HTRB is 0.1% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$35.6M

Current Shares

1.1M

Total Value Change

+$32.2M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
1.1M
-2.2%
$35.6M0.1%$32.05
0
2026-Q2
Decreased
1.1M
-0.3%
$38M0.1%$33.60
0
2026-Q1
Decreased
1.1M
-35.2%
$38.4M0.1%$33.24
0
2025-Q4
Decreased
1.8M
-1.6%
$59.9M0.1%$33.31
0
2025-Q3
Decreased
1.8M
-1.8%
$61.2M0.1%$32.98
0
2025-Q2
Decreased
1.8M
-2.2%
$61.2M0.1%$32.22
0
2025-Q1
Decreased
1.9M
-4.3%
$62.8M0.1%$31.85
0
2024-Q4
Decreased
1.9M
-2.8%
$64.6M0.1%$31.02
0
2024-Q3
Increased
2M
+0.5%
$69.7M0.1%$32.12
35
2024-Q2
Decreased
2M
-2.6%
$66.5M0.2%$30.46
0
2024-Q1
Decreased
2M
-8.5%
$68.8M0.2%$30.35
0
2023-Q4
Increased
2.2M
+2037.4%
$75.8M0.2%$30.31
57
2023-Q3
New
104,257
-
$3.3M0.0%$28.24
37

Other major holders of HTRB: BANK OF MONTREAL /CAN/, AE Wealth Management LLC

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