Avantax Advisory Services’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Avantax Advisory Services’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	$4.58M	Sell	85,364 -6,823	-7%	-$348K	0.03%	473
2025 Q1	$4.68M	Buy	92,187 +364	+0.4%	+$18.9K	0.03%	434
2024 Q4	$4.67M	Buy	91,823 +1,886	+2%	+$99K	0.03%	417
2024 Q3	$4.66M	Sell	89,937 -25,426	-22%	-$1.27M	0.03%	409
2024 Q2	$5.55M	Sell	115,363 -158,314	-58%	-$7.49M	0.04%	341
2024 Q1	$13.2M	Sell	273,677 -208,031	-43%	-$9.52M	0.12%	134
2023 Q4	$21.2M	Sell	481,708 -8,468	-2%	-$351K	0.21%	74
2023 Q3	$19.7M	Sell	490,176 -6,759	-1%	-$281K	0.22%	72
2023 Q2	$20.6M	Sell	496,935 -9,201	-2%	-$368K	0.24%	72
2023 Q1	$20.2M	Sell	506,136 -11,190	-2%	-$444K	0.25%	63
2022 Q4	$20.2M	Buy	517,326 +17,323	+3%	+$670K	0.27%	52
2022 Q3	$17.7M	Buy	500,003 +32,418	+7%	+$1.26M	0.27%	53
2022 Q2	$17.5M	Sell	467,585 -33,864	-7%	-$1.35M	0.26%	57
2022 Q1	$21.1M	Sell	501,449 -32,852	-6%	-$1.37M	0.29%	51
2021 Q4	$23.5M	Sell	534,301 -4,210	-0.8%	-$178K	0.35%	37
2021 Q3	$21.5M	Sell	538,511 -4,434	-0.8%	-$182K	0.36%	38
2021 Q2	$21.8M	Buy	542,945 +5,631	+1%	+$222K	0.4%	37
2021 Q1	$20.2M	Buy	537,314 +1,322	+0.2%	+$48.3K	0.43%	33
2020 Q4	$18.8M	Sell	535,992 -38,751	-7%	-$1.3M	0.45%	37
2020 Q3	$18.2M	Buy	574,743 +60,856	+12%	+$1.92M	0.29%	59
2020 Q2	$15.4M	Buy	513,887 +18,110	+4%	+$525K	0.44%	39
2020 Q1	$12.9M	Buy	495,777 +26,210	+6%	+$827K	0.39%	40
2019 Q4	$15.8M	Buy	469,567 +24,237	+5%	+$795K	0.37%	39
2019 Q3	$14.3M	Buy	445,330 +49,558	+13%	+$1.57M	0.58%	19
2019 Q2	$12.5M	Buy	395,772 +216,590	+121%	+$6.77M	0.55%	21
2019 Q1	$5.54M	Buy	+179,182	New	+$5.44M	0.29%	41

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Avantax Advisory Services reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 7.4% in Q2 2025, selling an estimated $348K and leaving 85,364 shares worth $4.58M. The position accounts for 0.03% of the portfolio, ranked #473.

Avantax Advisory Services first reported a position in ROUS in Q1 2019 and has held it in 26 quarters since. The position peaked at $23.5M in Q4 2021. 58 funds tracked by Wall St. Rank hold ROUS as of Q2 2025.

Avantax Advisory Services held 85,364 shares of Hartford Multifactor US Equity ETF worth $4.58M as of Q2 2025.
Avantax Advisory Services sold 6,823 Hartford Multifactor US Equity ETF shares in Q2 2025, an estimated $348K.
Hartford Multifactor US Equity ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #473 holding.
Avantax Advisory Services first reported a position in Hartford Multifactor US Equity ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's Hartford Multifactor US Equity ETF position peaked at $23.5M in Q4 2021.
58 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2025.

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