Creative Financial Designs’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Creative Financial Designs’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	$3.84K	Hold	79	–	–	﹤0.01%	1648
2025 Q4	$3.72K	Hold	79	–	–	﹤0.01%	1581
2025 Q3	$3.57K	Buy	79 +1	+1%	+$44	﹤0.01%	1600
2025 Q2	$3.26K	Hold	78	–	–	﹤0.01%	1602
2025 Q1	$3.13K	Sell	78 -116	-60%	-$4.95K	﹤0.01%	1586
2024 Q4	$8.47K	Buy	194 +1	+0.5%	+$45	﹤0.01%	1298
2024 Q3	$8.45K	Buy	193 +1	+0.5%	+$42	﹤0.01%	1248
2024 Q2	$7.65K	Hold	192	–	–	﹤0.01%	1227
2024 Q1	$8K	Hold	192	–	–	﹤0.01%	1208
2023 Q4	$7.95K	Buy	192 +2	+1%	+$74	﹤0.01%	1156
2023 Q3	$6.85K	Hold	190	–	–	﹤0.01%	1118
2023 Q2	$7.04K	Sell	190 -30	-14%	-$1.06K	﹤0.01%	1101
2023 Q1	$7.88K	Sell	220 -226	-51%	-$8.43K	﹤0.01%	1014
2022 Q4	$15.9K	Buy	446 +3	+0.7%	+$108	﹤0.01%	809
2022 Q3	$14K	Buy	443 +77	+21%	+$2.76K	﹤0.01%	817
2022 Q2	$12K	Buy	366 +1	+0.3%	+$36	﹤0.01%	841
2022 Q1	$14K	Hold	365	–	–	﹤0.01%	838
2021 Q4	$15K	Buy	+365	New	+$14.7K	﹤0.01%	824

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

Creative Financial Designs's ROSC Position: Q1 2026 in Review

Creative Financial Designs held its Hartford Multifactor Small Cap ETF (ROSC) position steady in Q1 2026 at 79 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Creative Financial Designs first reported a position in ROSC in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.9K in Q4 2022. 23 funds tracked by Wall St. Rank hold ROSC as of Q1 2026.

Creative Financial Designs held 79 shares of Hartford Multifactor Small Cap ETF worth $3.84K as of Q1 2026.
Creative Financial Designs left its Hartford Multifactor Small Cap ETF share count unchanged in Q1 2026.
Hartford Multifactor Small Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1648 holding.
Creative Financial Designs first reported a position in Hartford Multifactor Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
Creative Financial Designs's Hartford Multifactor Small Cap ETF position peaked at $15.9K in Q4 2022.
23 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.