Empirical Asset Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Empirical Asset Management’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 Q2	$1.17M	Buy	32,597 +1,523	+5%	+$53.1K	0.26%	101
2026 Q1	$964K	Sell	31,074 -2,669	-8%	-$83.8K	0.25%	106
2025 Q4	$983K	Buy	33,743 +11,849	+54%	+$342K	0.28%	99
2025 Q3	$610K	Buy	+21,894	New	+$591K	0.17%	191

Other funds holding ROAM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Empirical Asset Management's ROAM Position: Q2 2026 in Review

Empirical Asset Management increased its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 4.9% in Q2 2026, buying an estimated $53.1K and bringing the position to 32,597 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #101.

Empirical Asset Management first reported a position in ROAM in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

Empirical Asset Management held 32,597 shares of Hartford Multifactor Emerging Markets ETF worth $1.17M as of Q2 2026.
Empirical Asset Management bought 1,523 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $53.1K.
Hartford Multifactor Emerging Markets ETF made up 0.26% of Empirical Asset Management's portfolio in Q2 2026, its #101 holding.
Empirical Asset Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.