AssetMark Inc’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

AssetMark Inc’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
2026 Q3	$66.4K	Hold	1,000	–	–	﹤0.01%	1771
2026 Q2	$67.4K	Hold	1,000	–	–	﹤0.01%	1737
2026 Q1	$59K	Hold	1,000	–	–	﹤0.01%	1697
2025 Q4	$57.7K	Hold	1,000	–	–	﹤0.01%	1668
2025 Q3	$57.5K	Hold	1,000	–	–	﹤0.01%	1587
2025 Q2	$53.7K	Buy	+1,000	New	+$51K	﹤0.01%	1541
2022 Q4	–	Sell	-833	Closed	-$29K	–	1650
2022 Q3	$29K	Buy	+833	New	+$32.3K	﹤0.01%	1065

Other funds holding ROUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Golden Bell Financial Planning Alpharetta, Georgia $135M AUM 6.22% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

AssetMark Inc's ROUS Position: Q3 2026 in Review

AssetMark Inc held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q3 2026 at 1,000 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

AssetMark Inc first reported a position in ROUS in Q3 2022 and has held it in 7 quarters since. The position peaked at $67.4K in Q2 2026. 27 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

AssetMark Inc held 1,000 shares of Hartford Multifactor US Equity ETF worth $66.4K as of Q3 2026.
AssetMark Inc left its Hartford Multifactor US Equity ETF share count unchanged in Q3 2026.
Hartford Multifactor US Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1771 holding.
AssetMark Inc first reported a position in Hartford Multifactor US Equity ETF in Q3 2022 and has held it in 7 quarters since.
AssetMark Inc's Hartford Multifactor US Equity ETF position peaked at $67.4K in Q2 2026.
27 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.