HTAB — HARTFORD FDS EXCHANGE TRADED

Ownership history in CWM, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in HARTFORD FDS EXCHANGE TRADED (HTAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 76 — 0% 0.00% $1K $18.83
2025 Q2 REDUCED 76 -87 -53.4% 0.00% $1K $18.23
2025 Q1 INITIATED 163 — — 0.00% $3K $18.49
% of Fund (quarterly)    HTAB price (monthly, adj. close)

Other funds also holding HTAB

As of 2025 Q4 — sorted by position size

YARGER WEALTH STRATEGIES, LLC 3Y 3.78% CPC Advisors, LLC 3Y 3.69% Element Wealth, LLC 3Y 1.02% Main Street Financial Solutions, LLC 3Y 0.82% IAG Wealth Partners, LLC 3Y 0.27% Capital Asset Advisory Services LLC 3Y 7Y 0.15% USAdvisors Wealth Management, LLC 3Y 7Y 0.14% WEST MICHIGAN ADVISORS, LLC 3Y 0.13% Opal Wealth Advisors, LLC 3Y 0.09% Leelyn Smith, LLC 3Y 0.08%
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