Envestnet Asset Management
ROAM icon

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

Envestnet 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
Q1 		$274K Buy
+8,825
New +$277K ﹤0.01% 4333
2025
Q3 		– Sell
-17,675
Closed -$465K – 4658
2025
Q2 		$465K Sell
17,675
-437
-2% -$10.7K ﹤0.01% 3747
2025
Q1 		$426K Hold
18,112
– – ﹤0.01% 3715
2024
Q4 		$413K Buy
18,112
+74
+0.4% +$1.8K ﹤0.01% 3688
2024
Q3 		$461K Sell
18,038
-35,406
-66% -$862K ﹤0.01% 3578
2024
Q2 		$1.29M Sell
53,444
-225
-0.4% -$5.34K ﹤0.01% 2861
2024
Q1 		$1.25M Hold
53,669
– – ﹤0.01% 2876
2023
Q4 		$1.2M Sell
53,669
-1,749
-3% -$37.7K ﹤0.01% 2814
2023
Q3 		$1.17M Buy
+55,418
New +$1.19M ﹤0.01% 2695
2016
Q4 		– Sell
-1,566
Closed -$35K – 3271
2016
Q3 		$35K Buy
1,566
+86
+6% +$1.87K ﹤0.01% 2703
2016
Q2 		$31K Sell
1,480
-1,946
-57% -$39.8K ﹤0.01% 2877
2016
Q1 		$72K Sell
3,426
-2,390
-41% -$45.7K ﹤0.01% 2566
2015
Q4 		$111K Buy
5,816
+3,170
+120% +$64.4K ﹤0.01% 2325
2015
Q3 		$52K Buy
+2,646
New +$55.5K ﹤0.01% 2643

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Envestnet Asset Management's ROAM Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2026: 8,825 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #4333 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in ROAM as recently as Q2 2025.

Envestnet Asset Management first reported a position in ROAM in Q3 2015 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2024. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

  • Envestnet Asset Management held 8,825 shares of Hartford Multifactor Emerging Markets ETF worth $274K as of Q1 2026.
  • Hartford Multifactor Emerging Markets ETF was a new Envestnet Asset Management position in Q1 2026.
  • Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4333 holding.
  • Envestnet Asset Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q3 2015 and has held it in 14 quarters since.
  • Envestnet Asset Management's Hartford Multifactor Emerging Markets ETF position peaked at $1.29M in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.