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Gateway Wealth Partners’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Gateway Wealth Partners’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Sell
8,023
-12,497
-61% -$656K 0.03% 499
2026
Q1 		$991K Buy
20,520
+10,656
+108% +$526K 0.04% 374
2025
Q4 		$464K Buy
+9,864
New +$453K 0.05% 290

Other funds holding ROSC

BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gateway Wealth Partners's ROSC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Hartford Multifactor Small Cap ETF (ROSC) stake by 61% in Q2 2026, selling an estimated $656K and leaving 8,023 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #499.

Gateway Wealth Partners first reported a position in ROSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $991K in Q1 2026. 27 funds tracked by Wall St. Rank hold ROSC as of Q2 2026.

  • Gateway Wealth Partners held 8,023 shares of Hartford Multifactor Small Cap ETF worth $449K as of Q2 2026.
  • Gateway Wealth Partners sold 12,497 Hartford Multifactor Small Cap ETF shares in Q2 2026, an estimated $656K.
  • Hartford Multifactor Small Cap ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #499 holding.
  • Gateway Wealth Partners first reported a position in Hartford Multifactor Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Hartford Multifactor Small Cap ETF position peaked at $991K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.