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ATLas Financial Planning’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

ATLas Financial Planning’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Sell
7,701
-1,038
-12% -$54.5K 0.35% 50
2026
Q1 		$422K Hold
8,739
– – 0.38% 47
2025
Q4 		$411K Buy
+8,739
New +$401K 0.4% 45

Other funds holding ROSC

BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ATLas Financial Planning's ROSC Position: Q2 2026 in Review

ATLas Financial Planning reduced its Hartford Multifactor Small Cap ETF (ROSC) stake by 12% in Q2 2026, selling an estimated $54.5K and leaving 7,701 shares worth $431K. The position accounts for 0.35% of the portfolio, ranked #50.

ATLas Financial Planning first reported a position in ROSC in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold ROSC as of Q2 2026.

  • ATLas Financial Planning held 7,701 shares of Hartford Multifactor Small Cap ETF worth $431K as of Q2 2026.
  • ATLas Financial Planning sold 1,038 Hartford Multifactor Small Cap ETF shares in Q2 2026, an estimated $54.5K.
  • Hartford Multifactor Small Cap ETF made up 0.35% of ATLas Financial Planning's portfolio in Q2 2026, its #50 holding.
  • ATLas Financial Planning first reported a position in Hartford Multifactor Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.