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Beacon Pointe Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Beacon Pointe Advisors’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
2022
Q2 		– Sell
-10,250
Closed -$432K – 1194
2022
Q1 		$432K Buy
+10,250
New +$427K 0.01% 847

Other funds holding ROUS

Ameriprise
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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Beacon Pointe Advisors's ROUS Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2022, closing a stake of 10,250 shares — an estimated $432K sold.

Beacon Pointe Advisors first reported a position in ROUS in Q1 2022 and held it in 1 quarter. The position peaked at $432K in Q1 2022. 41 funds tracked by Wall St. Rank hold ROUS as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,250 Hartford Multifactor US Equity ETF shares in Q2 2022, an estimated $432K.
  • Beacon Pointe Advisors first reported a position in Hartford Multifactor US Equity ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Hartford Multifactor US Equity ETF position peaked at $432K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.