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HTRBHTRB
8 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

Yes. Steward Partners Investment Advisory holds 360,246 shares of HTRB, worth $12.2M, as of its Q2 2026 13F filing. It increased the position by 63,238 shares (+21.3%) from Q1 2026. Steward Partners Investment Advisory has held HTRB since Q3 2024, across 8 quarterly 13F filings. HTRB is 0.1% of Steward Partners Investment Advisory's reported 13F portfolio.

Current Value

$12.2M

Current Shares

360,246

Total Value Change

+$12.1M

Total Shares Change

+359,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
360,246
+21.3%
$12.2M0.1%$33.60
33
2026-Q1
Increased
297,008
+141x
$10M0.1%$33.24
45
2025-Q4
Decreased
2,093
-14.0%
$71,4760.0%$33.31
0
2025-Q3
Increased
2,433
+8.1%
$83,4280.0%$32.98
23
2025-Q2
Unchanged
2,250
0.0%
$76,2080.0%$32.22
0
2025-Q1
Increased
2,250
+21.6%
$76,1850.0%$31.85
26
2024-Q4
Increased
1,850
+103.3%
$61,6610.0%$31.02
34
2024-Q3
New
910
-
$31,8140.0%$32.12
27

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

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