SEC 13F Intelligence

Atticus Wealth Management, LLC / HTRB

Atticus Wealth Management, LLC’s Hartford Fds Exchange Traded Position

Does Atticus Wealth Management, LLC own Hartford Fds Exchange Traded (HTRB)? Yes — 474.7K shares worth $16M (+4.34% of its 13F portfolio) as of Q1 2026, down from 479.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
474.7K
% of Portfolio
+4.34%
Quarters Held
7
currently held

Position History HTRB

Reported value by quarter
Q3 ’24: $12MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $15MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026474.7K$16M+4.34%
Q4 2025479.5K$16M+4.04%
Q3 2025450.1K$15M+3.90%
Q2 2025352.8K$12M+3.23%
Q1 2025340.2K$12M+3.76%
Q4 2024186.0K$6M+1.93%
Q3 2024354.4K$12M+3.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atticus Wealth Management, LLC’s full portfolio or all institutional holders of HTRB.