Brass Tax Wealth Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Brass Tax Wealth Management’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 Q3	$3.12M	Sell	54,254 -183	-0.3%	-$10.1K	0.52%	29
2025 Q2	$2.92M	Sell	54,437 -150	-0.3%	-$7.64K	0.56%	29
2025 Q1	$2.77M	Sell	54,587 -519	-0.9%	-$27K	0.58%	29
2024 Q4	$2.8M	Sell	55,106 -50	-0.1%	-$2.63K	0.59%	29
2024 Q3	$2.86M	Sell	55,156 -1,600	-3%	-$79.7K	0.61%	29
2024 Q2	$2.73M	Sell	56,756 -2,877	-5%	-$136K	1.18%	18
2024 Q1	$2.87M	Buy	+59,633	New	+$2.73M	1.5%	17

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WWM

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

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

Brass Tax Wealth Management's ROUS Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 0.34% in Q3 2025, selling an estimated $10.1K and leaving 54,254 shares worth $3.12M. The position accounts for 0.52% of the portfolio, ranked #29.

Brass Tax Wealth Management first reported a position in ROUS in Q1 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold ROUS as of Q3 2025.

Brass Tax Wealth Management held 54,254 shares of Hartford Multifactor US Equity ETF worth $3.12M as of Q3 2025.
Brass Tax Wealth Management sold 183 Hartford Multifactor US Equity ETF shares in Q3 2025, an estimated $10.1K.
Hartford Multifactor US Equity ETF made up 0.52% of Brass Tax Wealth Management's portfolio in Q3 2025, its #29 holding.
Brass Tax Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q1 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.