Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
-12,135
Closed -$652K – 1557
2025
Q2 		$652K Buy
+12,135
New +$618K ﹤0.01% 976

Other funds holding ROUS

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Envestnet Portfolio Solutions's ROUS Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Hartford Multifactor US Equity ETF (ROUS) in Q3 2025, closing a stake of 12,135 shares — an estimated $652K sold.

Envestnet Portfolio Solutions first reported a position in ROUS in Q2 2025 and held it in 1 quarter. The position peaked at $652K in Q2 2025. 63 funds tracked by Wall St. Rank hold ROUS as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Hartford Multifactor US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,135 Hartford Multifactor US Equity ETF shares in Q3 2025, an estimated $652K.
  • Envestnet Portfolio Solutions first reported a position in Hartford Multifactor US Equity ETF in Q2 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Hartford Multifactor US Equity ETF position peaked at $652K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.