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Creative Financial Designs’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Creative Financial Designs’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
2021
Q3 		– Sell
-283
Closed -$11.6K – 1447
2021
Q2 		$11K Sell
283
-247
-47% -$9.76K ﹤0.01% 1000
2021
Q1 		$20K Sell
530
-1,860
-78% -$67.9K ﹤0.01% 790
2020
Q4 		$84K Buy
+2,390
New +$80.1K 0.02% 413

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's ROUS Position: Q3 2021 in Review

Creative Financial Designs sold out of Hartford Multifactor US Equity ETF (ROUS) in Q3 2021, closing a stake of 283 shares — an estimated $11.6K sold.

Creative Financial Designs first reported a position in ROUS in Q4 2020 and held it in 3 quarters. The position peaked at $84K in Q4 2020. 35 funds tracked by Wall St. Rank hold ROUS as of Q3 2021.

  • Creative Financial Designs reported no remaining Hartford Multifactor US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 283 Hartford Multifactor US Equity ETF shares in Q3 2021, an estimated $11.6K.
  • Creative Financial Designs first reported a position in Hartford Multifactor US Equity ETF in Q4 2020 and held it in 3 quarters.
  • Creative Financial Designs's Hartford Multifactor US Equity ETF position peaked at $84K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.