HTRB — HARTFORD FDS EXCHANGE TRADE

Ownership history in Strid Group, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in HARTFORD FDS EXCHANGE TRADE (HTRB). 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
2.67% (2020 Q1)
Avg. % of fund
1.31%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 153,245 -9,172 -5.6% 0.65% $5.2M $33.94
2025 Q3 REDUCED 162,417 -2,915 -1.8% 0.71% $5.6M $33.60
2025 Q2 ADDED 165,332 +9,669 +6.2% 0.79% $5.6M $32.82
2025 Q1 ADDED 155,663 +572 +0.4% 0.82% $5.3M $32.45
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% of Fund (quarterly)    HTRB price (monthly, adj. close)

Other funds also holding HTRB

As of 2025 Q4 — sorted by position size

Hartford Funds Management Co LLC 3Y 7Y 38.85% Mountain Capital Investment Advisors Inc. 3Y 7Y 6.62% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5.38% Great Point Wealth Advisors, LLC 3Y 7Y 4.07% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.04% IRON Financial LLC 3Y 7Y 3.92% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 3.7% Integrity Financial Corp /WA 3Y 2.67% PRIVATE CLIENT SERVICES, LLC 2.61% EVOLVE PRIVATE WEALTH, LLC 2.59%
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