HTAB — HARTFORD FDS EXCHANGE TRADED

Ownership history in Element Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Element Wealth, 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.

Peak position
1.84% (2023 Q4)
Avg. % of fund
1.45%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 129,828 -1,624 -1.2% 1.02% $2.5M $19.04
2025 Q3 REDUCED 131,452 -1,696 -1.3% 1.09% $2.5M $18.83
2025 Q2 REDUCED 133,148 -15,357 -10.3% 1.15% $2.5M $18.23
2025 Q1 REDUCED 148,505 -1,567 -1.0% 1.53% $2.8M $18.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Wealthcare Advisory Partners LLC 3Y 7Y 0.07%
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