Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Cambridge Investment Research 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
2023
Q4 		– Sell
-6,530
Closed -$262K – 3284
2023
Q3 		$262K Sell
6,530
-321
-5% -$13.3K ﹤0.01% 2600
2023
Q2 		$284K Sell
6,851
-299
-4% -$12K ﹤0.01% 2573
2023
Q1 		$285K Buy
7,150
+100
+1% +$3.97K ﹤0.01% 2531
2022
Q4 		$275K Buy
7,050
+100
+1% +$3.87K ﹤0.01% 2500
2022
Q3 		$245K Sell
6,950
-61
-0.9% -$2.37K ﹤0.01% 2540
2022
Q2 		$263K Sell
7,011
-3,063
-30% -$122K ﹤0.01% 2498
2022
Q1 		$424K Sell
10,074
-2,630
-21% -$110K ﹤0.01% 2235
2021
Q4 		$559K Sell
12,704
-1,181
-9% -$49.9K ﹤0.01% 2019
2021
Q3 		$553K Sell
13,885
-1,900
-12% -$78K ﹤0.01% 1965
2021
Q2 		$634K Sell
15,785
-553
-3% -$21.8K ﹤0.01% 1874
2021
Q1 		$616K Buy
16,338
+2,548
+18% +$93.1K ﹤0.01% 1739
2020
Q4 		$484K Buy
13,790
+1,983
+17% +$66.5K ﹤0.01% 1784
2020
Q3 		$375K Sell
11,807
-141
-1% -$4.44K ﹤0.01% 1785
2020
Q2 		$359K Buy
11,948
+1,739
+17% +$50.4K ﹤0.01% 1752
2020
Q1 		$266K Buy
+10,209
New +$322K ﹤0.01% 1745

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors's ROUS Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q4 2023, closing a stake of 6,530 shares — an estimated $262K sold.

Cambridge Investment Research Advisors first reported a position in ROUS in Q1 2020 and held it in 15 quarters. The position peaked at $634K in Q2 2021. 44 funds tracked by Wall St. Rank hold ROUS as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,530 Hartford Multifactor US Equity ETF shares in Q4 2023, an estimated $262K.
  • Cambridge Investment Research Advisors first reported a position in Hartford Multifactor US Equity ETF in Q1 2020 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Hartford Multifactor US Equity ETF position peaked at $634K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.