Avantax Advisory Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$10.6M	Sell	310,540 -1,971	-0.6%	-$64.2K	0.06%	260
2025 Q1	$9.68M	Sell	312,511 -4,306	-1%	-$129K	0.06%	256
2024 Q4	$9M	Sell	316,817 -10,257	-3%	-$304K	0.06%	254
2024 Q3	$9.98M	Sell	327,074 -44,553	-12%	-$1.3M	0.07%	216
2024 Q2	$10.3M	Sell	371,627 -77,197	-17%	-$2.16M	0.07%	199
2024 Q1	$12.6M	Sell	448,824 -4,570,560	-91%	-$125M	0.11%	141
2023 Q4	$138M	Sell	5,019,384 -874,643	-15%	-$22.7M	1.37%	12
2023 Q3	$151M	Buy	5,894,027 +66,826	+1%	+$1.76M	1.69%	9
2023 Q2	$153M	Sell	5,827,201 -25,619	-0.4%	-$685K	1.75%	10
2023 Q1	$154M	Sell	5,852,820 -73,993	-1%	-$1.92M	1.89%	9
2022 Q4	$147M	Buy	5,926,813 +1,585,896	+37%	+$37.9M	1.96%	9
2022 Q3	$94.4M	Buy	4,340,917 +80,894	+2%	+$1.98M	1.45%	9
2022 Q2	$106M	Buy	4,260,023 +15,892	+0.4%	+$434K	1.6%	9
2022 Q1	$124M	Buy	4,244,131 +60,307	+1%	+$1.76M	1.7%	10
2021 Q4	$126M	Buy	4,183,824 +92,935	+2%	+$2.82M	1.9%	8
2021 Q3	$123M	Sell	4,090,889 -65,592	-2%	-$2.04M	2.05%	7
2021 Q2	$128M	Buy	4,156,481 +61,169	+1%	+$1.9M	2.32%	6
2021 Q1	$122M	Sell	4,095,312 -191,827	-4%	-$5.58M	2.61%	6
2020 Q4	$121M	Sell	4,287,139 -724,291	-14%	-$19.7M	2.88%	5
2020 Q3	$130M	Buy	5,011,430 +545,484	+12%	+$14.1M	2.08%	6
2020 Q2	$110M	Sell	4,465,946 -183,307	-4%	-$4.35M	3.17%	5
2020 Q1	$102M	Buy	4,649,253 +1,923	+0%	+$51.4K	3.06%	7
2019 Q4	$136M	Buy	4,647,330 +106,519	+2%	+$3.06M	3.16%	9
2019 Q3	$127M	Buy	4,540,811 +230,606	+5%	+$6.38M	5.12%	6
2019 Q2	$121M	Buy	4,310,205 +335,377	+8%	+$9.45M	5.35%	6
2019 Q1	$112M	Buy	3,974,828 +3,280,290	+472%	+$90.5M	5.95%	5
2018 Q4	$17.7M	Buy	+694,538	New	+$18.8M	2.98%	4

Other funds holding RODM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

MCCA

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

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Avantax Advisory Services's RODM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.63% in Q2 2025, selling an estimated $64.2K and leaving 310,540 shares worth $10.6M. The position accounts for 0.06% of the portfolio, ranked #260.

Avantax Advisory Services first reported a position in RODM in Q4 2018 and has held it in 27 quarters since. The position peaked at $154M in Q1 2023. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2025.

Avantax Advisory Services held 310,540 shares of Hartford Multifactor Developed Markets ex-US ETF worth $10.6M as of Q2 2025.
Avantax Advisory Services sold 1,971 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2025, an estimated $64.2K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #260 holding.
Avantax Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $154M in Q1 2023.
108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.