Amplius Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Amplius Wealth Advisors’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,546	Closed	-$207K	–	184
2023 Q4	$207K	Buy	+7,546	New	+$196K	0.03%	163
2023 Q1	–	Sell	-13,672	Closed	-$339K	–	171
2022 Q4	$339K	Sell	13,672 -11,177	-45%	-$267K	0.05%	111
2022 Q3	$540K	Sell	24,849 -924	-4%	-$22.6K	0.1%	79
2022 Q2	$641K	Sell	25,773 -19,897	-44%	-$543K	0.1%	75
2022 Q1	$1.33M	Sell	45,670 -1,412	-3%	-$41.3K	0.2%	56
2021 Q4	$1.42M	Buy	+47,082	New	+$1.43M	0.2%	55

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HFM

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

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

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

RJFSA

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Amplius Wealth Advisors's RODM Position: Q1 2024 in Review

Amplius Wealth Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2024, closing a stake of 7,546 shares — an estimated $207K sold.

Amplius Wealth Advisors first reported a position in RODM in Q4 2021 and held it in 6 quarters. The position peaked at $1.42M in Q4 2021. 114 funds tracked by Wall St. Rank hold RODM as of Q1 2024.

Amplius Wealth Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 7,546 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2024, an estimated $207K.
Amplius Wealth Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 6 quarters.
Amplius Wealth Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.42M in Q4 2021.
114 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2024.

Based on Amplius Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.