Commonwealth Equity Services’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Commonwealth Equity Services’s Portfolio ROAM Stock Details ROAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Buy	+66,515	New	+$2.09M	﹤0.01%	1981
2024 Q3	–	Sell	-43,393	Closed	-$1.05M	–	4168
2024 Q2	$1.05M	Buy	+43,393	New	+$1.03M	﹤0.01%	2246
2020 Q1	–	Sell	-8,714	Closed	-$202K	–	2937
2019 Q4	$202K	Buy	+8,714	New	+$198K	﹤0.01%	2608
2019 Q3	–	Sell	-11,170	Closed	-$262K	–	2872
2019 Q2	$262K	Buy	11,170 +47	+0.4%	+$1.09K	﹤0.01%	2305
2019 Q1	$260K	Buy	+11,123	New	+$261K	﹤0.01%	2271

Other funds holding ROAM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services's ROAM Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2026: 66,515 shares worth $2.06M. The stake represents ﹤0.01% of the portfolio and ranks #1981 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in ROAM as recently as Q2 2024.

Commonwealth Equity Services first reported a position in ROAM in Q1 2019 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

Commonwealth Equity Services held 66,515 shares of Hartford Multifactor Emerging Markets ETF worth $2.06M as of Q1 2026.
Hartford Multifactor Emerging Markets ETF was a new Commonwealth Equity Services position in Q1 2026.
Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1981 holding.
Commonwealth Equity Services first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2019 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.