Advertisement
Screener

Hartford Financial Management Inc. Last Quarter Change: USA ETF, Sold Out

Hartford Financial Management Inc. quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Hartford Financial Management Inc. opened 20 positions, added to 19, reduced 12, sold out of 10 and left 24 unchanged. The largest increase in value was JTEK (+$7,718,033); the largest decrease was JTEK (-$5,733,641).

  • JTEK: Country of operation —; Class U S TECH LEADERS; Shares 2026-03-31 72,085; Shares 2026-06-30 0.
  • QLTI: Country of operation —; Class GMO INTL QUALITY; Shares 2026-03-31 208,734; Shares 2026-06-30 0.
  • QLTY: Country of operation —; Class GMO US QUALITY E; Shares 2026-03-31 137,840; Shares 2026-06-30 0.
  • GSIG: Country of operation —; Class ACES INVSTMNT GR; Shares 2026-03-31 53,202; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1352526): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
JTEK
J P MORGAN EXCHANGE TRADED F
U S TECH LEADERS72,0850-72,085$5,733,641$0-$5,733,641
QLTI
GMO ETF TRUST
GMO INTL QUALITY208,7340-208,734$5,212,923$0-$5,212,923
QLTY
GMO ETF TRUST
GMO US QUALITY E137,8400-137,840$4,987,052$0-$4,987,052
GSIG
GOLDMAN SACHS ETF TR
ACES INVSTMNT GR53,2020-53,202$2,521,509$0-$2,521,509
SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD20,1060-20,106$1,538,914$0-$1,538,914
PULS
PGIM ETF TR
PGIM ULTRA SH BD17,4880-17,488$865,656$0-$865,656
XLF
SELECT SECTOR SPDR TR
STATE STREET FIN2,6000-2,600$128,362$0-$128,362
XLE
SELECT SECTOR SPDR TR
STATE STREET ENE5330-533$32,652$0-$32,652
SGVT
SCHWAB STRATEGIC TR
GOVERNMENT MONEY2590-259$26,087$0-$26,087
SPYV
SPDR SERIES TRUST
STATE STREET SPD4200-420$23,764$0-$23,764

Similar Firms

Firm NameCountry13F ValueHoldings
Divisar Capital Management LLCUnited States$0.392B26
RIPOSTE CAPITAL LLCUnited States$0.392B24
Wellington Shields & Co., LLCUnited States$0.392B321
Sunflower Bank, N.A.United States$0.392B221
Euclidean Capital LLCUnited States$0.392B10
HIGHLINE WEALTH PARTNERS LLCUnited States$0.392B1,298
Level Financial AdvisorsUnited States$0.392B92
Boltwood Capital ManagementUnited States$0.392B184
Hollow Brook Wealth Management LLCUnited States$0.392B70
Eldred Rock Partners, LLCUnited States$0.393B31