Golden Bell Financial Planning’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Golden Bell Financial Planning’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 Q1	$224K	Hold	4,635	–	–	0.18%	34
2025 Q4	$218K	Sell	4,635 -420	-8%	-$19.3K	0.18%	35
2025 Q3	$230K	Sell	5,055 -253	-5%	-$11.1K	0.2%	32
2025 Q2	$222K	Hold	5,308	–	–	0.21%	32
2025 Q1	$214K	Sell	5,308 -124	-2%	-$5.3K	0.21%	33
2024 Q4	$237K	Buy	+5,432	New	+$244K	0.24%	31

Other funds holding ROSC

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Golden Bell Financial Planning's ROSC Position: Q1 2026 in Review

Golden Bell Financial Planning held its Hartford Multifactor Small Cap ETF (ROSC) position steady in Q1 2026 at 4,635 shares worth $224K. The position accounts for 0.18% of the portfolio, ranked #34.

Golden Bell Financial Planning first reported a position in ROSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $237K in Q4 2024. 23 funds tracked by Wall St. Rank hold ROSC as of Q1 2026.

Golden Bell Financial Planning held 4,635 shares of Hartford Multifactor Small Cap ETF worth $224K as of Q1 2026.
Golden Bell Financial Planning left its Hartford Multifactor Small Cap ETF share count unchanged in Q1 2026.
Hartford Multifactor Small Cap ETF made up 0.18% of Golden Bell Financial Planning's portfolio in Q1 2026, its #34 holding.
Golden Bell Financial Planning first reported a position in Hartford Multifactor Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Hartford Multifactor Small Cap ETF position peaked at $237K in Q4 2024.
23 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.