CPC Advisors LLC boosted its stake in shares of Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) by 4.8% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,908,668 shares of the company's stock after purchasing an additional 86,962 shares during
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 24,718 | $481,602.3 | $471,990.21 | -$9,612.09 | -2% |
Daren Blonski Fermata Advisors LLC | 11,631 | $225,176.16 | $222,210.25 | -$2,965.91 | -1.32% |
Matthew Liebman Amplius Wealth Advisors LLC | 13,579 | $254,063.09 | $259,087.32 | $5,024.23 | 1.98% |
Jonathan Yarger Yarger Wealth Strategies LLC | 477,671 | $9.08M | $9.1M | $19,679.91 | 0.22% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 29,170 | $556,312.65 | $557,001.15 | $688.5 | 0.12% |
| ARCA Exchange | US Country |
The fund operates within the financial industry, focusing on providing its clients with investment opportunities in the fixed income market. It aims to achieve its investment objective through a diversified portfolio of fixed income debt instruments, ensuring a balance between risk and return for its investors. The fund emphasizes investing in investment-grade, U.S. dollar-denominated fixed income debt instruments, showcasing a prudent approach towards investment selection and risk management. With a strategy to invest primarily in bonds, debt securities, and other similar instruments issued by a variety of entities across the U.S. and internationally, the fund is positioned to offer a steady income stream to its investors, leveraging market opportunities while maintaining investment-grade quality in its portfolio.
This product category includes bonds, debt securities, and similar instruments that are denominated in U.S. dollars. The focus is on ensuring that these instruments meet the investment-grade criteria, reflecting lower risk of default and a stable return for investors. Investment-grade instruments are suitable for investors looking for a balance between safety and yield.
The fund offers investors access to a diversified portfolio that spans various maturities and issuers, including both U.S. and non-U.S. entities. By diversifying its investments, the fund aims to reduce risk and optimize returns, ensuring that investors benefit from a range of fixed income opportunities without being overly exposed to any single issuer or market risk.