Carson Wealth (CWM LLC)’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$18.6K	Hold	315	–	–	﹤0.01%	4459
2025 Q4	$18K	Hold	315	–	–	﹤0.01%	4231
2025 Q3	$18K	Hold	315	–	–	﹤0.01%	4193
2025 Q2	$17K	Hold	315	–	–	﹤0.01%	4015
2025 Q1	$16K	Hold	315	–	–	﹤0.01%	3843
2024 Q4	$16K	Hold	315	–	–	﹤0.01%	3602
2024 Q3	$16K	Hold	315	–	–	﹤0.01%	3518
2024 Q2	$15K	Hold	315	–	–	﹤0.01%	3311
2024 Q1	$15K	Hold	315	–	–	﹤0.01%	3105
2023 Q4	$14K	Hold	315	–	–	﹤0.01%	3001
2023 Q3	$13K	Hold	315	–	–	﹤0.01%	3001
2023 Q2	$13K	Hold	315	–	–	﹤0.01%	2933
2023 Q1	$13K	Hold	315	–	–	﹤0.01%	2809
2022 Q4	$12K	Hold	315	–	–	﹤0.01%	2711
2022 Q3	$11K	Hold	315	–	–	﹤0.01%	2638
2022 Q2	$12K	Buy	+315	New	+$12.5K	﹤0.01%	2477

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ROUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q1 2026 at 315 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

Carson Wealth (CWM LLC) first reported a position in ROUS in Q2 2022 and has held it in 16 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Carson Wealth (CWM LLC) held 315 shares of Hartford Multifactor US Equity ETF worth $18.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its Hartford Multifactor US Equity ETF share count unchanged in Q1 2026.
Hartford Multifactor US Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4459 holding.
Carson Wealth (CWM LLC) first reported a position in Hartford Multifactor US Equity ETF in Q2 2022 and has held it in 16 quarters since.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.