Dynamic Advisor Solutions
ROAM icon

Dynamic Advisor Solutions’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$601K Sell
16,915
-2,539
-13% -$90K 0.02% 604
2026
Q2 		$696K Sell
19,454
-137
-0.7% -$4.78K 0.02% 583
2026
Q1 		$607K Sell
19,591
-1,317
-6% -$41.4K 0.02% 588
2025
Q4 		$609K Sell
20,908
-414
-2% -$12K 0.02% 577
2025
Q3 		$594K Sell
21,322
-1,041
-5% -$28.1K 0.02% 579
2025
Q2 		$589K Sell
22,363
-1,243
-5% -$30.4K 0.02% 566
2025
Q1 		$556K Buy
23,606
+1,113
+5% +$26.1K 0.02% 556
2024
Q4 		$513K Buy
22,493
+1,571
+8% +$38.2K 0.02% 425
2024
Q3 		$534K Buy
20,922
+4,704
+29% +$115K 0.02% 607
2024
Q2 		$392K Buy
16,218
+3,723
+30% +$88.4K 0.01% 687
2024
Q1 		$291K Buy
12,495
+1,811
+17% +$40.8K 0.01% 769
2023
Q4 		$234K Buy
+10,684
New +$230K 0.01% 787

Other funds holding ROAM

FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Dynamic Advisor Solutions's ROAM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 13% in Q3 2026, selling an estimated $90K and leaving 16,915 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #604.

Dynamic Advisor Solutions first reported a position in ROAM in Q4 2023 and has held it in 12 quarters since. The position peaked at $696K in Q2 2026. 3 funds tracked by Wall St. Rank hold ROAM as of Q3 2026.

  • Dynamic Advisor Solutions held 16,915 shares of Hartford Multifactor Emerging Markets ETF worth $601K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,539 Hartford Multifactor Emerging Markets ETF shares in Q3 2026, an estimated $90K.
  • Hartford Multifactor Emerging Markets ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #604 holding.
  • Dynamic Advisor Solutions first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Advisor Solutions's Hartford Multifactor Emerging Markets ETF position peaked at $696K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.