Consolidated Planning Corp Has $8.23 Million Holdings in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

Consolidated Planning Corp lifted its position in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) by 119.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 425,308 shares of the company’s stock after buying an additional 231,460 shares during the quarter. Hartford Schroders Tax-Aware Bond ETF comprises 1.1% of Consolidated Planning Corp’s investment portfolio, making the stock its 23rd largest holding. Consolidated Planning Corp owned 2.81% of Hartford Schroders Tax-Aware Bond ETF worth $8,234,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in HTAB. Private Trust Co. NA raised its holdings in Hartford Schroders Tax-Aware Bond ETF by 27.1% during the third quarter. Private Trust Co. NA now owns 12,935 shares of the company’s stock valued at $256,000 after buying an additional 2,760 shares in the last quarter. Opal Wealth Advisors LLC boosted its position in Hartford Schroders Tax-Aware Bond ETF by 5,446.4% during the third quarter. Opal Wealth Advisors LLC now owns 19,357 shares of the company’s stock worth $383,000 after purchasing an additional 19,008 shares during the period. Fermata Advisors LLC acquired a new position in Hartford Schroders Tax-Aware Bond ETF during the fourth quarter valued at approximately $424,000. Private Advisor Group LLC raised its position in shares of Hartford Schroders Tax-Aware Bond ETF by 2.6% in the third quarter. Private Advisor Group LLC now owns 25,539 shares of the company’s stock valued at $506,000 after purchasing an additional 659 shares during the period. Finally, DAVENPORT & Co LLC boosted its holdings in shares of Hartford Schroders Tax-Aware Bond ETF by 8.9% during the 4th quarter. DAVENPORT & Co LLC now owns 25,950 shares of the company’s stock worth $502,000 after buying an additional 2,130 shares during the period.

Hartford Schroders Tax-Aware Bond ETF Trading Down 1.4 %

NYSEARCA:HTAB opened at $19.12 on Thursday. Hartford Schroders Tax-Aware Bond ETF has a 1 year low of $19.00 and a 1 year high of $19.98. The firm’s fifty day simple moving average is $19.41 and its 200 day simple moving average is $19.59.

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.