Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) is Amplius Wealth Advisors LLC’s 9th Largest Position

Amplius Wealth Advisors LLC grew its stake in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) by 135.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,775,173 shares of the company’s stock after acquiring an additional 1,019,668 shares during the quarter. Hartford Schroders Tax-Aware Bond ETF accounts for 3.5% of Amplius Wealth Advisors LLC’s portfolio, making the stock its 9th biggest holding. Amplius Wealth Advisors LLC owned about 11.72% of Hartford Schroders Tax-Aware Bond ETF worth $34,367,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently modified their holdings of the company. Wealthcare Advisory Partners LLC lifted its position in Hartford Schroders Tax-Aware Bond ETF by 5.4% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 437,511 shares of the company’s stock valued at $8,470,000 after purchasing an additional 22,537 shares during the period. Yarger Wealth Strategies LLC grew its position in Hartford Schroders Tax-Aware Bond ETF by 6.3% during the fourth quarter. Yarger Wealth Strategies LLC now owns 482,110 shares of the company’s stock valued at $9,334,000 after buying an additional 28,571 shares during the period. Fermata Advisors LLC bought a new position in Hartford Schroders Tax-Aware Bond ETF in the 4th quarter worth $424,000. Sanctuary Advisors LLC raised its stake in shares of Hartford Schroders Tax-Aware Bond ETF by 85.2% in the third quarter. Sanctuary Advisors LLC now owns 55,935 shares of the company’s stock worth $1,097,000 after buying an additional 25,740 shares during the period. Finally, Arete Wealth Advisors LLC raised its stake in Hartford Schroders Tax-Aware Bond ETF by 40.3% during the 3rd quarter. Arete Wealth Advisors LLC now owns 34,611 shares of the company’s stock worth $686,000 after acquiring an additional 9,941 shares during the period.

Hartford Schroders Tax-Aware Bond ETF Price Performance

Shares of NYSEARCA HTAB opened at $19.31 on Tuesday. Hartford Schroders Tax-Aware Bond ETF has a 1 year low of $19.00 and a 1 year high of $19.98. The firm has a fifty day moving average price of $19.53 and a 200-day moving average price of $19.61.

Hartford Schroders Tax-Aware Bond ETF Company Profile

The Hartford Schroders Tax-Aware Bond ETF (HTAB) is an exchange-traded fund that is based on the Bloomberg Municipal Managed Money index. The fund is an actively managed fund of US investment-grade debt selected for tax-efficient cash flow. Investments include both taxable and tax-free debt, and the fund uses derivatives to supplement its tax-efficient strategy.