Commonwealth Equity Services’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Sell	4,619 -557	-11%	-$27.5K	﹤0.01%	3901
2025 Q4	$243K	Sell	5,176 -35	-0.7%	-$1.61K	﹤0.01%	3820
2025 Q3	$237K	Buy	5,211 +187	+4%	+$8.22K	﹤0.01%	3827
2025 Q2	$210K	Hold	5,024	–	–	﹤0.01%	3890
2025 Q1	$202K	Buy	5,024 +15	+0.3%	+$641	﹤0.01%	3840
2024 Q4	$218K	Sell	5,009 -21	-0.4%	-$943	﹤0.01%	3691
2024 Q3	$220K	Sell	5,030 -1,774	-26%	-$75.2K	﹤0.01%	3613
2024 Q2	$271K	Buy	+6,804	New	+$273K	﹤0.01%	3385
2018 Q4	–	Sell	-8,073	Closed	-$255K	–	2794
2018 Q3	$255K	Sell	8,073 -1	-0%	-$32	﹤0.01%	2308
2018 Q2	$255K	Buy	8,074 +316	+4%	+$10.2K	﹤0.01%	2266
2018 Q1	$246K	Buy	+7,758	New	+$248K	﹤0.01%	2228

Other funds holding ROSC

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

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

Commonwealth Equity Services reduced its Hartford Multifactor Small Cap ETF (ROSC) stake by 11% in Q1 2026, selling an estimated $27.5K and leaving 4,619 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

Commonwealth Equity Services first reported a position in ROSC in Q1 2018 and has held it in 11 quarters since. The position peaked at $271K in Q2 2024. 23 funds tracked by Wall St. Rank hold ROSC as of Q1 2026.

Commonwealth Equity Services held 4,619 shares of Hartford Multifactor Small Cap ETF worth $223K as of Q1 2026.
Commonwealth Equity Services sold 557 Hartford Multifactor Small Cap ETF shares in Q1 2026, an estimated $27.5K.
Hartford Multifactor Small Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3901 holding.
Commonwealth Equity Services first reported a position in Hartford Multifactor Small Cap ETF in Q1 2018 and has held it in 11 quarters since.
Commonwealth Equity Services's Hartford Multifactor Small Cap ETF position peaked at $271K in Q2 2024.
23 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2026.

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