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Hartford Fds Exchange Trade total rtrn etf shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Hartford Fds Exchange Trade total rtrn etf (HTRB) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Hartford Fds Exchange Trade total rtrn etf

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade total rtrn etf held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade total rtrn etf by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 153k 33.74
2023-12-31 $312k 9.2k 34.03
2023-09-30 $265k 8.3k 32.09
2023-06-30 $274k 8.2k 33.43
2023-03-31 $248k 7.3k 34.00
2022-12-31 $446k 14k 33.04

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Hartford Fds Exchange Trade total rtrn etf

Hartford Funds Management
Wealth Enhancement Advisory Services
WMS Partners
UBS Group
Bank of America Corporation
Financial Planning & Information Services
Marshall Financial Group
Spire Wealth Management
WCG Wealth Advisors
LPL Financial
Fragasso
Howard Financial Services
Commonwealth Equity Services
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Hartford Fds Exchange Trade total rtrn etf