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Cetera Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Cetera 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
2024
Q1 		$258K Buy
5,358
+391
+8% +$17.9K ﹤0.01% 2047
2023
Q4 		$218K Buy
+4,967
New +$206K ﹤0.01% 1592
2023
Q3 		– Sell
-4,967
Closed -$206K – 1783
2023
Q2 		$206K Buy
+4,967
New +$199K ﹤0.01% 1493
2022
Q3 		– Sell
-12,957
Closed -$486K – 1437
2022
Q2 		$486K Sell
12,957
-10,902
-46% -$433K 0.01% 848
2022
Q1 		$1M Buy
23,859
+7,262
+44% +$303K 0.02% 606
2021
Q4 		$731K Buy
16,597
+5,230
+46% +$221K 0.01% 724
2021
Q3 		$453K Sell
11,367
-135
-1% -$5.54K 0.01% 914
2021
Q2 		$462K Buy
11,502
+2,085
+22% +$82.4K 0.01% 854
2021
Q1 		$355K Buy
9,417
+215
+2% +$7.85K 0.01% 874
2020
Q4 		$323K Buy
9,202
+1,175
+15% +$39.4K 0.01% 801
2020
Q3 		$255K Sell
8,027
-940
-10% -$29.6K 0.01% 804
2020
Q2 		$269K Sell
8,967
-210
-2% -$6.08K 0.01% 734
2020
Q1 		$239K Buy
+9,177
New +$290K 0.01% 673

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's ROUS Position: Q1 2024 in Review

Cetera Advisors increased its Hartford Multifactor US Equity ETF (ROUS) stake by 7.9% in Q1 2024, buying an estimated $17.9K and bringing the position to 5,358 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Cetera Advisors first reported a position in ROUS in Q1 2020 and has held it in 13 quarters since. The position peaked at $1M in Q1 2022. 47 funds tracked by Wall St. Rank hold ROUS as of Q1 2024.

  • Cetera Advisors held 5,358 shares of Hartford Multifactor US Equity ETF worth $258K as of Q1 2024.
  • Cetera Advisors bought 391 Hartford Multifactor US Equity ETF shares in Q1 2024, an estimated $17.9K.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2047 holding.
  • Cetera Advisors first reported a position in Hartford Multifactor US Equity ETF in Q1 2020 and has held it in 13 quarters since.
  • Cetera Advisors's Hartford Multifactor US Equity ETF position peaked at $1M in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.