Colonial River Investments’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Colonial River Investments’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 Q2	–	Sell	-10,207	Closed	-$407K	–	204
2023 Q1	$407K	Sell	10,207 -172	-2%	-$6.83K	0.24%	104
2022 Q4	$405K	Sell	10,379 -1,202	-10%	-$46.5K	0.26%	101
2022 Q3	$409K	Sell	11,581 -1,036	-8%	-$40.2K	0.29%	93
2022 Q2	$473K	Sell	12,617 -112	-0.9%	-$4.45K	0.31%	93
2022 Q1	$536K	Sell	12,729 -2,077	-14%	-$86.6K	0.31%	96
2021 Q4	$652K	Buy	+14,806	New	+$626K	0.35%	78
2021 Q3	–	Sell	-14,334	Closed	-$576K	–	155
2021 Q2	$576K	Buy	14,334 +1,020	+8%	+$40.3K	0.41%	67
2021 Q1	$502K	Buy	13,314 +2,807	+27%	+$103K	0.41%	72
2020 Q4	$386	Buy	+10,507	New	+$352K	0.17%	82

Other funds holding ROUS

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

Colonial River Investments's ROUS Position: Q2 2023 in Review

Colonial River Investments sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2023, closing a stake of 10,207 shares — an estimated $407K sold.

Colonial River Investments first reported a position in ROUS in Q4 2020 and held it in 9 quarters. The position peaked at $652K in Q4 2021. 42 funds tracked by Wall St. Rank hold ROUS as of Q2 2023.

Colonial River Investments reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2023 after selling out during the quarter.
Colonial River Investments sold 10,207 Hartford Multifactor US Equity ETF shares in Q2 2023, an estimated $407K.
Colonial River Investments first reported a position in Hartford Multifactor US Equity ETF in Q4 2020 and held it in 9 quarters.
Colonial River Investments's Hartford Multifactor US Equity ETF position peaked at $652K in Q4 2021.
42 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2023.

Based on Colonial River Investments's 13F filing for Q2 2023, filed 8 Aug 2023.