Avantax Advisory Services’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Avantax Advisory Services’s Portfolio ROAM Stock Details ROAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-9,151	Closed	-$215K	–	594
2019 Q2	$215K	Buy	9,151 +521	+6%	+$12K	0.01%	471
2019 Q1	$202K	Buy	+8,630	New	+$203K	0.01%	466

Other funds holding ROAM

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Avantax Advisory Services's ROAM Position: Q3 2019 in Review

Avantax Advisory Services sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2019, closing a stake of 9,151 shares — an estimated $215K sold.

Avantax Advisory Services first reported a position in ROAM in Q1 2019 and held it in 2 quarters. The position peaked at $215K in Q2 2019. 25 funds tracked by Wall St. Rank hold ROAM as of Q3 2019.

Avantax Advisory Services reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
Avantax Advisory Services sold 9,151 Hartford Multifactor Emerging Markets ETF shares in Q3 2019, an estimated $215K.
Avantax Advisory Services first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2019 and held it in 2 quarters.
Avantax Advisory Services's Hartford Multifactor Emerging Markets ETF position peaked at $215K in Q2 2019.
25 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2019.

Based on Avantax Advisory Services's 13F filing for Q3 2019, filed 8 Nov 2019.