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Harbour Investments’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Harbour Investments’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 		$345K Buy
7,149
+1,183
+20% +$58.4K 0.01% 1227
2025
Q4 		$280K Buy
5,966
+335
+6% +$15.4K 0.01% 1128
2025
Q3 		$256K Buy
5,631
+27
+0.5% +$1.19K 0.01% 1132
2025
Q2 		$234K Buy
5,604
+27
+0.5% +$1.08K 0.01% 1100
2025
Q1 		$227K Sell
5,577
-3,983
-42% -$170K 0.01% 1041
2024
Q4 		$417K Buy
9,560
+345
+4% +$15.5K 0.01% 758
2024
Q3 		$403K Buy
9,215
+205
+2% +$8.69K 0.01% 743
2024
Q2 		$359K Buy
9,010
+2,167
+32% +$87.1K 0.01% 730
2024
Q1 		$285K Buy
6,843
+4,094
+149% +$166K 0.01% 784
2023
Q4 		$114K Buy
+2,749
New +$102K ﹤0.01% 1081

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

Harbour Investments's ROSC Position: Q1 2026 in Review

Harbour Investments increased its Hartford Multifactor Small Cap ETF (ROSC) stake by 20% in Q1 2026, buying an estimated $58.4K and bringing the position to 7,149 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1227.

Harbour Investments first reported a position in ROSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $417K in Q4 2024. 23 funds tracked by Wall St. Rank hold ROSC as of Q1 2026.

  • Harbour Investments held 7,149 shares of Hartford Multifactor Small Cap ETF worth $345K as of Q1 2026.
  • Harbour Investments bought 1,183 Hartford Multifactor Small Cap ETF shares in Q1 2026, an estimated $58.4K.
  • Hartford Multifactor Small Cap ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1227 holding.
  • Harbour Investments first reported a position in Hartford Multifactor Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Harbour Investments's Hartford Multifactor Small Cap ETF position peaked at $417K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.