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Showing 8 of 10 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

Kestra Advisory Services, LLC holds 98,288 shares of HTAB (HARTFORD FDS EXCHANGE TRADED), worth $1.9M as of 2026-Q2. The position was increased (+4.9% shares). HTAB represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.9M

Current Shares

98,288

Total Value Change

+$1.3M

Total Shares Change

+68,993

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
98,288
+4.9%
$1.9M0.0%$19.12
27
2026-Q1
Increased
93,683
+7.0%
$1.8M0.0%$18.76
28
2025-Q4
Increased
87,510
+5.8%
$1.7M0.0%$18.74
27
2025-Q3
Increased
82,735
+2.5%
$1.6M0.0%$18.54
26
2025-Q2
Increased
80,723
+28.7%
$1.5M0.0%$17.94
32
2025-Q1
Increased
62,734
+66.8%
$1.2M0.0%$18.20
37
2024-Q4
Increased
37,604
+28.4%
$728,0130.0%$18.22
31
2024-Q3
Increased
29,295
+102.4%
$580,3380.0%$18.46
39

Other major holders of HTAB: Bank of New York Mellon Corp

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