Caitlin John’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Caitlin John’s Portfolio ROSC Stock Details ROSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-245	Closed	-$9.8K	–	931
2024 Q2	$9.8K	Hold	245	–	–	0.01%	463
2024 Q1	$10.2K	Hold	245	–	–	0.01%	461
2023 Q4	$10.2K	Buy	+245	New	+$9.12K	0.01%	441

Other funds holding ROSC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KSWA

Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return

Caitlin John's ROSC Position: Q3 2024 in Review

Caitlin John sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q3 2024, closing a stake of 245 shares — an estimated $9.8K sold.

Caitlin John first reported a position in ROSC in Q4 2023 and held it in 3 quarters. The position peaked at $10.2K in Q1 2024. 17 funds tracked by Wall St. Rank hold ROSC as of Q3 2024.

Caitlin John reported no remaining Hartford Multifactor Small Cap ETF position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 245 Hartford Multifactor Small Cap ETF shares in Q3 2024, an estimated $9.8K.
Caitlin John first reported a position in Hartford Multifactor Small Cap ETF in Q4 2023 and held it in 3 quarters.
Caitlin John's Hartford Multifactor Small Cap ETF position peaked at $10.2K in Q1 2024.
17 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.