Gladstone Institutional Advisory’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Gladstone Institutional Advisory’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 Q1	$946K	Sell	16,029 -7,423	-32%	-$446K	0.04%	381
2025 Q4	$1.35M	Buy	23,452 +193	+0.8%	+$11.1K	0.05%	316
2025 Q3	$1.34M	Sell	23,259 -2,424	-9%	-$134K	0.05%	312
2025 Q2	$1.38M	Sell	25,683 -23,089	-47%	-$1.18M	0.06%	295
2025 Q1	$2.47M	Buy	48,772 +27,242	+127%	+$1.42M	0.12%	191
2024 Q4	$1.1M	Buy	+21,530	New	+$1.13M	0.05%	319

Other funds holding ROUS

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gladstone Institutional Advisory's ROUS Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 32% in Q1 2026, selling an estimated $446K and leaving 16,029 shares worth $946K. The position accounts for 0.04% of the portfolio, ranked #381.

Gladstone Institutional Advisory first reported a position in ROUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q1 2025. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Gladstone Institutional Advisory held 16,029 shares of Hartford Multifactor US Equity ETF worth $946K as of Q1 2026.
Gladstone Institutional Advisory sold 7,423 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $446K.
Hartford Multifactor US Equity ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #381 holding.
Gladstone Institutional Advisory first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Hartford Multifactor US Equity ETF position peaked at $2.47M in Q1 2025.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.