Golden Bell Financial Planning’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Golden Bell Financial Planning’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	$1.95M	Sell	28,922 -377	-1%	-$24.3K	1.43%	16
2026 Q1	$1.73M	Sell	29,299 -126	-0.4%	-$7.57K	1.38%	16
2025 Q4	$1.7M	Sell	29,425 -308	-1%	-$17.7K	1.41%	16
2025 Q3	$1.71M	Sell	29,733 -493	-2%	-$27.2K	1.49%	16
2025 Q2	$1.62M	Sell	30,226 -288	-0.9%	-$14.7K	1.53%	16
2025 Q1	$1.55M	Sell	30,514 -963	-3%	-$50.1K	1.5%	16
2024 Q4	$1.6M	Buy	+31,477	New	+$1.65M	1.61%	15

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

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

Golden Bell Financial Planning reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 1.3% in Q2 2026, selling an estimated $24.3K and leaving 28,922 shares worth $1.95M. The position accounts for 1.43% of the portfolio, ranked #16.

Golden Bell Financial Planning first reported a position in ROUS in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Golden Bell Financial Planning held 28,922 shares of Hartford Multifactor US Equity ETF worth $1.95M as of Q2 2026.
Golden Bell Financial Planning sold 377 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $24.3K.
Hartford Multifactor US Equity ETF made up 1.43% of Golden Bell Financial Planning's portfolio in Q2 2026, its #16 holding.
Golden Bell Financial Planning first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

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