Centaurus Financial’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Centaurus Financial’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,731	Closed	-$109K	–	920
2022 Q1	$109K	Sell	3,731 -1,230	-25%	-$36K	0.01%	847
2021 Q4	$149K	Sell	4,961 -464	-9%	-$14.1K	0.01%	763
2021 Q3	$163K	Sell	5,425 -142	-3%	-$4.42K	0.01%	711
2021 Q2	$171K	Sell	5,567 -304	-5%	-$9.43K	0.01%	716
2021 Q1	$174K	Sell	5,871 -23,609	-80%	-$687K	0.02%	633
2020 Q4	$835K	Sell	29,480 -19,893	-40%	-$541K	0.09%	264
2020 Q3	$1.28M	Buy	+49,373	New	+$1.28M	0.18%	139

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Centaurus Financial's RODM Position: Q2 2022 in Review

Centaurus Financial sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 3,731 shares — an estimated $109K sold.

Centaurus Financial first reported a position in RODM in Q3 2020 and held it in 7 quarters. The position peaked at $1.28M in Q3 2020. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

Centaurus Financial reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
Centaurus Financial sold 3,731 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $109K.
Centaurus Financial first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2020 and held it in 7 quarters.
Centaurus Financial's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.28M in Q3 2020.
125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Centaurus Financial's 13F filing for Q2 2022, filed 2 Aug 2022.