Golden State Wealth Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-602	Closed	-$16K	–	744
2020 Q1	$16K	Buy	+602	New	+$19K	0.01%	542
2019 Q4	–	Sell	-701	Closed	-$23K	–	738
2019 Q3	$23K	Buy	701 +501	+251%	+$15.9K	0.01%	594
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	844
2019 Q1	$6K	Buy	+200	New	+$6.07K	﹤0.01%	874

Other funds holding ROUS

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's ROUS Position: Q2 2020 in Review

Golden State Wealth Management sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2020, closing a stake of 602 shares — an estimated $16K sold.

Golden State Wealth Management first reported a position in ROUS in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q3 2019. 34 funds tracked by Wall St. Rank hold ROUS as of Q2 2020.

Golden State Wealth Management reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 602 Hartford Multifactor US Equity ETF shares in Q2 2020, an estimated $16K.
Golden State Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Hartford Multifactor US Equity ETF position peaked at $23K in Q3 2019.
34 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.