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 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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fermata Advisors's ROUS Position: Q2 2026 in Review

Fermata Advisors reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 1.7% in Q2 2026, selling an estimated $134K and leaving 122,530 shares worth $8.26M. The position accounts for 1.67% of the portfolio, ranked #10.

Fermata Advisors first reported a position in ROUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.5M in Q1 2024. 5 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Fermata Advisors held 122,530 shares of Hartford Multifactor US Equity ETF worth $8.26M as of Q2 2026.
Fermata Advisors sold 2,080 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $134K.
Hartford Multifactor US Equity ETF made up 1.67% of Fermata Advisors's portfolio in Q2 2026, its #10 holding.
Fermata Advisors first reported a position in Hartford Multifactor US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Fermata Advisors's Hartford Multifactor US Equity ETF position peaked at $8.5M in Q1 2024.
5 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.