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 Q2	$243K	Sell	4,340 -295	-6%	-$15.5K	0.18%	39
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 $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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Golden Bell Financial Planning's ROSC Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Hartford Multifactor Small Cap ETF (ROSC) stake by 6.4% in Q2 2026, selling an estimated $15.5K and leaving 4,340 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #39.

Golden Bell Financial Planning first reported a position in ROSC in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold ROSC as of Q2 2026.

Golden Bell Financial Planning held 4,340 shares of Hartford Multifactor Small Cap ETF worth $243K as of Q2 2026.
Golden Bell Financial Planning sold 295 Hartford Multifactor Small Cap ETF shares in Q2 2026, an estimated $15.5K.
Hartford Multifactor Small Cap ETF made up 0.18% of Golden Bell Financial Planning's portfolio in Q2 2026, its #39 holding.
Golden Bell Financial Planning first reported a position in Hartford Multifactor Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.