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 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 $6.2B 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Golden Bell Financial Planning reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 0.43% in Q1 2026, selling an estimated $7.57K and leaving 29,299 shares worth $1.73M. The position accounts for 1.38% of the portfolio, ranked #16.

Golden Bell Financial Planning first reported a position in ROUS in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Golden Bell Financial Planning held 29,299 shares of Hartford Multifactor US Equity ETF worth $1.73M as of Q1 2026.
Golden Bell Financial Planning sold 126 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $7.57K.
Hartford Multifactor US Equity ETF made up 1.38% of Golden Bell Financial Planning's portfolio in Q1 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 6 quarters since.
65 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

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