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 Q2	$920K	Sell	13,656 -2,373	-15%	-$153K	0.03%	431
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 $6.89B AUM 19.83% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's ROUS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 15% in Q2 2026, selling an estimated $153K and leaving 13,656 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #431.

Gladstone Institutional Advisory first reported a position in ROUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q1 2025. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Gladstone Institutional Advisory held 13,656 shares of Hartford Multifactor US Equity ETF worth $920K as of Q2 2026.
Gladstone Institutional Advisory sold 2,373 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $153K.
Hartford Multifactor US Equity ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #431 holding.
Gladstone Institutional Advisory first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Hartford Multifactor US Equity ETF position peaked at $2.47M in Q1 2025.
71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.