Advisor Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Advisor Group’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4.96M	Buy	147,247 +71,374	+94%	+$2.34M	0.03%	425
2019 Q3	$2.44M	Buy	75,873 +20,291	+37%	+$644K	0.02%	682
2019 Q2	$1.76M	Sell	55,582 -1,651	-3%	-$51.6K	0.01%	815
2019 Q1	$1.77M	Buy	57,233 +23,466	+69%	+$713K	0.01%	768
2018 Q4	$938K	Buy	33,767 +20,401	+153%	+$620K	0.01%	975
2018 Q3	$442K	Buy	13,366 +12,966	+3,242%	+$425K	﹤0.01%	1560
2018 Q2	$13K	Buy	+400	New	+$12.6K	﹤0.01%	3947

Other funds holding ROUS

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's ROUS Position: Q4 2019 in Review

Advisor Group increased its Hartford Multifactor US Equity ETF (ROUS) stake by 94% in Q4 2019, buying an estimated $2.34M and bringing the position to 147,247 shares worth $4.96M. The position accounts for 0.03% of the portfolio, ranked #425.

Advisor Group first reported a position in ROUS in Q2 2018 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold ROUS as of Q4 2019.

Advisor Group held 147,247 shares of Hartford Multifactor US Equity ETF worth $4.96M as of Q4 2019.
Advisor Group bought 71,374 Hartford Multifactor US Equity ETF shares in Q4 2019, an estimated $2.34M.
Hartford Multifactor US Equity ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #425 holding.
Advisor Group first reported a position in Hartford Multifactor US Equity ETF in Q2 2018 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.