Coldstream Capital Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Coldstream Capital Management’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	$3.01M	Sell	51,061 -1,586	-3%	-$95.2K	0.04%	203
2025 Q4	$3.04M	Sell	52,647 -180	-0.3%	-$10.4K	0.04%	201
2025 Q3	$3.04M	Sell	52,827 -215	-0.4%	-$11.9K	0.04%	208
2025 Q2	$2.85M	Sell	53,042 -2,281	-4%	-$116K	0.05%	207
2025 Q1	$2.81M	Sell	55,323 -506	-0.9%	-$26.3K	0.06%	186
2024 Q4	$2.84M	Sell	55,829 -5,089	-8%	-$267K	0.06%	182
2024 Q3	$3.16M	Sell	60,918 -5,210	-8%	-$259K	0.07%	159
2024 Q2	$3.18M	Sell	66,128 -124	-0.2%	-$5.86K	0.08%	140
2024 Q1	$3.19M	Sell	66,252 -342	-0.5%	-$15.7K	0.08%	133
2023 Q4	$2.93M	Sell	66,594 -21,361	-24%	-$887K	0.08%	130
2023 Q3	$3.53M	Sell	87,955 -75,265	-46%	-$3.13M	0.12%	116
2023 Q2	$6.76M	Sell	163,220 -126,881	-44%	-$5.08M	0.21%	72
2023 Q1	$11.6M	Sell	290,101 -104,891	-27%	-$4.16M	0.39%	40
2022 Q4	$15.4M	Buy	+394,992	New	+$15.3M	0.56%	31
2022 Q2	$20.5M	Sell	546,787 -410	-0.1%	-$16.3K	0.8%	21
2022 Q1	$23M	Buy	547,197 +1,833	+0.3%	+$76.4K	0.79%	20
2021 Q4	$24M	Buy	545,364 +18,062	+3%	+$763K	0.75%	21
2021 Q3	$21M	Buy	527,302 +10,867	+2%	+$446K	1.02%	21
2021 Q2	$20.7M	Buy	+516,435	New	+$20.4M	0.83%	21

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

Coldstream Capital Management's ROUS Position: Q1 2026 in Review

Coldstream Capital Management reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 3% in Q1 2026, selling an estimated $95.2K and leaving 51,061 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #203.

Coldstream Capital Management first reported a position in ROUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $24M in Q4 2021. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Coldstream Capital Management held 51,061 shares of Hartford Multifactor US Equity ETF worth $3.01M as of Q1 2026.
Coldstream Capital Management sold 1,586 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $95.2K.
Hartford Multifactor US Equity ETF made up 0.04% of Coldstream Capital Management's portfolio in Q1 2026, its #203 holding.
Coldstream Capital Management first reported a position in Hartford Multifactor US Equity ETF in Q2 2021 and has held it in 19 quarters since.
Coldstream Capital Management's Hartford Multifactor US Equity ETF position peaked at $24M in Q4 2021.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.