Global Retirement Partners’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Global Retirement Partners’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
2025 Q4	$110K	Sell	1,915 -225	-11%	-$13K	﹤0.01%	1851
2025 Q3	$123K	Sell	2,140 -155	-7%	-$8.56K	﹤0.01%	1429
2025 Q2	$123K	Buy	+2,295	New	+$117K	﹤0.01%	1321
2024 Q4	$9.9M	Sell	194,488 -7,040	-3%	-$370K	0.28%	75
2024 Q3	$10.5M	Buy	201,528 +98,768	+96%	+$4.92M	0.32%	66
2024 Q2	$4.94M	Sell	102,760 -7,500	-7%	-$355K	0.15%	136
2024 Q1	$5.31M	Buy	110,260 +109,648	+17,916%	+$5.02M	0.2%	113
2023 Q4	$26.9K	Buy	+612	New	+$25.4K	﹤0.01%	1613

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

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Global Retirement Partners's ROUS Position: Q4 2025 in Review

Global Retirement Partners reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 11% in Q4 2025, selling an estimated $13K and leaving 1,915 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Global Retirement Partners first reported a position in ROUS in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.5M in Q3 2024. 64 funds tracked by Wall St. Rank hold ROUS as of Q4 2025.

Global Retirement Partners held 1,915 shares of Hartford Multifactor US Equity ETF worth $110K as of Q4 2025.
Global Retirement Partners sold 225 Hartford Multifactor US Equity ETF shares in Q4 2025, an estimated $13K.
Hartford Multifactor US Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1851 holding.
Global Retirement Partners first reported a position in Hartford Multifactor US Equity ETF in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's Hartford Multifactor US Equity ETF position peaked at $10.5M in Q3 2024.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.