CJ
ROSC icon

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 -$9.75K – 931
2024
Q2 		$9.75K 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $9.75K 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 $9.75K.
  • 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.