AT
ROUS icon

American Trust’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

American Trust’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
2023
Q2 		– Sell
-5,256
Closed -$213K – 468
2023
Q1 		$213K Buy
+5,256
New +$209K 0.01% 399

Other funds holding ROUS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Trust's ROUS Position: Q2 2023 in Review

American Trust sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2023, closing a stake of 5,256 shares — an estimated $213K sold.

American Trust first reported a position in ROUS in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 42 funds tracked by Wall St. Rank hold ROUS as of Q2 2023.

  • American Trust reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • American Trust sold 5,256 Hartford Multifactor US Equity ETF shares in Q2 2023, an estimated $213K.
  • American Trust first reported a position in Hartford Multifactor US Equity ETF in Q1 2023 and held it in 1 quarter.
  • American Trust's Hartford Multifactor US Equity ETF position peaked at $213K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2023.

Based on American Trust's 13F filing for Q2 2023, filed 14 Aug 2023.