Fiduciary Planning LLC Has $25.43 Million Stake in Hartford AAA CLO ETF (BATS:HSRT)

Fiduciary Planning LLC grew its holdings in shares of Hartford AAA CLO ETF (BATS:HSRT) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 652,409 shares of the company’s stock after acquiring an additional 20,473 shares during the quarter. Hartford AAA CLO ETF comprises 8.6% of Fiduciary Planning LLC’s investment portfolio, making the stock its 5th largest position. Fiduciary Planning LLC owned about 22.89% of Hartford AAA CLO ETF worth $25,431,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of HSRT. Commonwealth Equity Services LLC lifted its position in Hartford AAA CLO ETF by 18.2% in the first quarter. Commonwealth Equity Services LLC now owns 19,233 shares of the company’s stock valued at $749,000 after purchasing an additional 2,960 shares during the last quarter. Concurrent Investment Advisors LLC bought a new stake in Hartford AAA CLO ETF in the second quarter valued at approximately $763,000. McAlister Sweet & Associates Inc. bought a new stake in Hartford AAA CLO ETF in the second quarter valued at approximately $1,288,000. Private Advisor Group LLC lifted its position in Hartford AAA CLO ETF by 13.0% in the first quarter. Private Advisor Group LLC now owns 39,978 shares of the company’s stock valued at $1,557,000 after purchasing an additional 4,602 shares during the last quarter. Finally, ForthRight Wealth Management LLC lifted its position in Hartford AAA CLO ETF by 70.4% in the second quarter. ForthRight Wealth Management LLC now owns 82,699 shares of the company’s stock valued at $3,220,000 after purchasing an additional 34,162 shares during the last quarter.

Hartford AAA CLO ETF Stock Performance

Shares of Hartford AAA CLO ETF stock remained flat at $39.16 during midday trading on Thursday. The company had a trading volume of 15,439 shares. The firm has a 50 day moving average price of $39.10 and a 200 day moving average price of $39.07.

About Hartford AAA CLO ETF

The Hartford Short Duration ETF (HSRT) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that provides current income and long-term growth by holding a wide range of fixed income securities with a dollar-weighted average duration target of less than 3 years.