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Financial Advocates Investment Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-25,281
Closed -$665K – 474
2025
Q2 		$665K Sell
25,281
-1,087
-4% -$26.6K 0.05% 297
2025
Q1 		$621K Sell
26,368
-818
-3% -$19.2K 0.04% 382
2024
Q4 		$620K Sell
27,186
-4,712
-15% -$115K 0.04% 399
2024
Q3 		$815K Buy
31,898
+243
+0.8% +$5.92K 0.05% 348
2024
Q2 		$765K Sell
31,655
-1,785
-5% -$42.4K 0.05% 347
2024
Q1 		$779K Buy
33,440
+24,143
+260% +$544K 0.05% 360
2023
Q4 		$208K Buy
+9,297
New +$200K 0.01% 675
2019
Q4 		– Sell
-26,778
Closed -$590K – 533
2019
Q3 		$590K Sell
26,778
-2,857
-10% -$64.4K 0.07% 262
2019
Q2 		$697K Buy
29,635
+1,419
+5% +$32.8K 0.08% 224
2019
Q1 		$660K Buy
+28,216
New +$663K 0.08% 232
2018
Q2 		– Sell
-11,141
Closed -$291K – 504
2018
Q1 		$291K Buy
11,141
+168
+2% +$4.48K 0.04% 375
2017
Q4 		$283K Buy
+10,973
New +$273K 0.04% 372

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Advocates Investment Management's ROAM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2025, closing a stake of 25,281 shares — an estimated $665K sold.

Financial Advocates Investment Management first reported a position in ROAM in Q4 2017 and held it in 12 quarters. The position peaked at $815K in Q3 2024. 18 funds tracked by Wall St. Rank hold ROAM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 25,281 Hartford Multifactor Emerging Markets ETF shares in Q3 2025, an estimated $665K.
  • Financial Advocates Investment Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2017 and held it in 12 quarters.
  • Financial Advocates Investment Management's Hartford Multifactor Emerging Markets ETF position peaked at $815K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.