Atria Wealth Solutions’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$888K	Buy	16,544 +11,795	+248%	+$601K	0.02%	684
2025 Q1	$241K	Sell	4,749 -829	-15%	-$43.1K	﹤0.01%	1608
2024 Q4	$284K	Sell	5,578 -25	-0.4%	-$1.31K	﹤0.01%	1588
2024 Q3	$291K	Hold	5,603	–	–	﹤0.01%	1535
2024 Q2	$270K	Sell	5,603 -261	-4%	-$12.3K	﹤0.01%	1572
2024 Q1	$283K	Sell	5,864 -1,255	-18%	-$57.5K	﹤0.01%	1593
2023 Q4	$313K	Sell	7,119 -119	-2%	-$4.94K	﹤0.01%	1472
2023 Q3	$291K	Buy	7,238 +1	+0%	+$42	﹤0.01%	1433
2023 Q2	$300K	Sell	7,237 -3,010	-29%	-$121K	﹤0.01%	1441
2023 Q1	$409K	Sell	10,247 -72,790	-88%	-$2.89M	0.01%	1252
2022 Q4	$3.24M	Buy	83,037 +1,044	+1%	+$40.4K	0.05%	361
2022 Q3	$2.9M	Buy	81,993 +57,364	+233%	+$2.23M	0.05%	357
2022 Q2	$924K	Buy	24,629 +1,488	+6%	+$59.1K	0.02%	731
2022 Q1	$974K	Buy	+23,141	New	+$965K	0.02%	749

Other funds holding ROUS

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

AAS

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

Atria Wealth Solutions's ROUS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Hartford Multifactor US Equity ETF (ROUS) stake by 248% in Q2 2025, buying an estimated $601K and bringing the position to 16,544 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #684.

Atria Wealth Solutions first reported a position in ROUS in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q4 2022. 58 funds tracked by Wall St. Rank hold ROUS as of Q2 2025.

Atria Wealth Solutions held 16,544 shares of Hartford Multifactor US Equity ETF worth $888K as of Q2 2025.
Atria Wealth Solutions bought 11,795 Hartford Multifactor US Equity ETF shares in Q2 2025, an estimated $601K.
Hartford Multifactor US Equity ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #684 holding.
Atria Wealth Solutions first reported a position in Hartford Multifactor US Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Hartford Multifactor US Equity ETF position peaked at $3.24M in Q4 2022.
58 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.