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Showing 8 of 12 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

AXXCESS WEALTH MANAGEMENT, LLC holds 264,611 shares of HTAB (HARTFORD FDS EXCHANGE TRADED), worth $5.1M as of 2026-Q2. This is a new position. HTAB represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$5.1M

Current Shares

264,611

Total Value Change

+$2.3M

Total Shares Change

+123,978

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
264,611
-
$5.1M0.1%$19.12
37
2026-Q1
Exited
0
-100.0%
$00.0%$18.76
0
2025-Q4
Increased
244,475
+6.2%
$4.7M0.1%$18.74
29
2025-Q3
Increased
230,156
+46.3%
$4.4M0.1%$18.54
37
2025-Q2
Decreased
157,319
-3.0%
$2.9M0.1%$17.94
0
2025-Q1
Increased
162,233
+8.9%
$3.1M0.1%$18.20
29
2024-Q4
Increased
149,030
+6.0%
$2.9M0.1%$18.22
28
2024-Q3
Increased
140,633
+8.1%
$2.8M0.1%$18.46
28

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

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