Fermata Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Fermata Advisors’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
2026 Q3	$6.48M	Sell	97,601 -24,929	-20%	-$1.68M	1.25%	20
2026 Q2	$8.26M	Sell	122,530 -2,080	-2%	-$134K	1.67%	10
2026 Q1	$7.36M	Buy	124,610 +1,094	+0.9%	+$65.7K	1.66%	12
2025 Q4	$7.13M	Buy	123,516 +404	+0.3%	+$23.3K	1.71%	10
2025 Q3	$7.08M	Sell	123,112 -5,030	-4%	-$278K	1.79%	11
2025 Q2	$6.88M	Sell	128,142 -19,674	-13%	-$1M	1.84%	12
2025 Q1	$7.5M	Sell	147,816 -472	-0.3%	-$24.5K	1.36%	18
2024 Q4	$7.55M	Buy	148,288 +65,438	+79%	+$3.44M	1.41%	15
2024 Q3	$4.3M	Buy	82,850 +14,205	+21%	+$707K	0.87%	29
2024 Q2	$3.3M	Sell	68,645 -107,694	-61%	-$5.09M	0.76%	38
2024 Q1	$8.5M	Sell	176,339 -12,555	-7%	-$575K	1.91%	14
2023 Q4	$8.31M	Buy	+188,894	New	+$7.84M	1.98%	15

Other funds holding ROUS

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fermata Advisors's ROUS Position: Q3 2026 in Review

Fermata Advisors reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 20% in Q3 2026, selling an estimated $1.68M and leaving 97,601 shares worth $6.48M. The position accounts for 1.25% of the portfolio, ranked #20.

Fermata Advisors first reported a position in ROUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.5M in Q1 2024. 10 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

Fermata Advisors held 97,601 shares of Hartford Multifactor US Equity ETF worth $6.48M as of Q3 2026.
Fermata Advisors sold 24,929 Hartford Multifactor US Equity ETF shares in Q3 2026, an estimated $1.68M.
Hartford Multifactor US Equity ETF made up 1.25% of Fermata Advisors's portfolio in Q3 2026, its #20 holding.
Fermata Advisors first reported a position in Hartford Multifactor US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Fermata Advisors's Hartford Multifactor US Equity ETF position peaked at $8.5M in Q1 2024.
10 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.