MBE Wealth Management, LLC HTRB — HARTFORD FDS EXCHANGE TRADED

Ownership history in MBE Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

MBE Wealth Management, LLC reported HARTFORD FDS EXCHANGE TRADED (HTRB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.29% in 2026 Q1. The latest visible filing shows HTRB at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBE Wealth Management, LLC's position in HARTFORD FDS EXCHANGE TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HTRB was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HTRB stock page MBE Wealth Management, LLC fund profile MBE Wealth Management, LLC full holdings
How MBE Wealth Management, LLC held HTRB — position size vs. price
% of Fund (quarterly)    HTRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 91,880 +7,270 +8.6% 1.29% $3.1M 2026-04-21 $33.75
2025 Q4 ADDED — — — 84,610 +3,739 +4.6% 1.21% $2.9M 2026-01-21 $33.61
2025 Q3 ADDED — — — 80,871 +2,015 +2.6% 1.20% $2.8M 2025-10-28 $33.75
2025 Q2 ADDED — — — 78,856 +2,797 +3.7% 1.16% $2.7M 2025-07-16 $32.13
2025 Q1 ADDED — — — 76,059 +34,273 +82.0% 1.23% $2.6M 2025-04-22 $31.61
2024 Q4 ADDED — — — 41,786 +7,922 +23.4% 0.78% $1.4M 2025-01-22 $31.31
2024 Q3 INITIATED — — — 33,864 — — 0.65% $1.2M 2024-10-21 $31.58

🏢 Other funds also holding HTRB

As of 2026 Q1 — sorted by position size

Hartford Funds Management Co LLC 3Y 7Y 37.97% Park Capital Management, LLC / WI 35.81% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.7% Mountain Capital Investment Advisors Inc. 3Y 7Y 6.23% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5.23% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.34% Great Point Wealth Advisors, LLC 3Y 7Y 4.09% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 3.75% IRON Financial LLC 3Y 7Y 3.63% CATALYST FINANCIAL PARTNERS LLC 3Y 2.83%

FAQ About MBE Wealth Management, LLC and HTRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBE Wealth Management, LLC reported owning HTRB?

MBE Wealth Management, LLC reported HTRB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HTRB position in MBE Wealth Management, LLC's portfolio?

The largest reported portfolio weight for HTRB was 1.29% in 2026 Q1.

What is the latest reported HTRB position on this page?

The most recent filing on this page is 2026 Q1, when MBE Wealth Management, LLC reported 91,880 shares, equal to 1.29% of portfolio, with an estimated market value of $3.1M.

What does the chart on this HTRB ownership page compare?

The chart compares MBE Wealth Management, LLC's quarterly HTRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBE Wealth Management, LLC time their HTRB position?

Based on 13F filing dates vs. subsequent HTRB price moves, MBE Wealth Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on HTRB relative to SPY over the holding period was -8.9%.

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