Amplius Wealth Advisors LLC Boosts Stock Holdings in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

Amplius Wealth Advisors LLC grew its holdings in shares of Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) by 135.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,775,173 shares of the company’s stock after buying an additional 1,019,668 shares during the quarter. Hartford Schroders Tax-Aware Bond ETF accounts for approximately 3.5% of Amplius Wealth Advisors LLC’s holdings, making the stock its 9th biggest holding. Amplius Wealth Advisors LLC owned approximately 0.12% of Hartford Schroders Tax-Aware Bond ETF worth $34,367,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Private Advisor Group LLC lifted its stake in shares of Hartford Schroders Tax-Aware Bond ETF by 2.6% in the 3rd 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 last quarter. Stifel Financial Corp lifted its position in Hartford Schroders Tax-Aware Bond ETF by 2.0% in the third quarter. Stifel Financial Corp now owns 33,172 shares of the company’s stock worth $657,000 after buying an additional 656 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in Hartford Schroders Tax-Aware Bond ETF by 314.8% during the second quarter. Envestnet Asset Management Inc. now owns 746,462 shares of the company’s stock worth $14,414,000 after buying an additional 566,514 shares during the period. Sanctuary Advisors LLC bought a new position in Hartford Schroders Tax-Aware Bond ETF during the second quarter valued at $576,000. Finally, Arete Wealth Advisors LLC raised its stake in shares of Hartford Schroders Tax-Aware Bond ETF by 40.3% in the third quarter. Arete Wealth Advisors LLC now owns 34,611 shares of the company’s stock valued at $686,000 after acquiring an additional 9,941 shares during the period.

Hartford Schroders Tax-Aware Bond ETF Trading Up 0.5 %

Shares of NYSEARCA:HTAB opened at $19.31 on Tuesday. Hartford Schroders Tax-Aware Bond ETF has a 12 month low of $19.00 and a 12 month high of $19.98. The firm’s 50-day moving average is $19.53 and its 200 day moving average is $19.61.

Hartford Schroders Tax-Aware Bond ETF 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.