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Harbour Investments’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Harbour Investments’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 		$3.08M Buy
52,127
+41,637
+397% +$2.5M 0.05% 362
2025
Q4 		$605K Sell
10,490
-144
-1% -$8.29K 0.01% 780
2025
Q3 		$611K Buy
10,634
+109
+1% +$6.02K 0.01% 741
2025
Q2 		$565K Buy
10,525
+5,353
+103% +$273K 0.01% 729
2025
Q1 		$262K Buy
5,172
+491
+10% +$25.5K 0.01% 985
2024
Q4 		$238K Buy
4,681
+4,364
+1,377% +$229K 0.01% 965
2024
Q3 		$16.4K Hold
317
– – ﹤0.01% 2141
2024
Q2 		$15.2K Sell
317
-378
-54% -$17.9K ﹤0.01% 2081
2024
Q1 		$33.5K Sell
695
-28
-4% -$1.28K ﹤0.01% 1719
2023
Q4 		$31.8K Hold
723
– – ﹤0.01% 1656
2023
Q3 		$29K Hold
723
– – ﹤0.01% 1587
2023
Q2 		$30K Sell
723
-173
-19% -$6.93K ﹤0.01% 1595
2023
Q1 		$35.7K Hold
896
– – ﹤0.01% 1493
2022
Q4 		$35K Sell
896
-643
-42% -$24.9K ﹤0.01% 1441
2022
Q3 		$58K Hold
1,539
– – ﹤0.01% 1208
2022
Q2 		$58K Buy
+1,539
New +$61.1K ﹤0.01% 1208
2021
Q4 		$102K Sell
2,307
-656
-22% -$27.7K 0.01% 965
2021
Q3 		$118K Buy
2,963
+228
+8% +$9.37K ﹤0.01% 1286
2021
Q2 		$110K Sell
2,735
-1,112
-29% -$43.9K ﹤0.01% 1354
2021
Q1 		$145K Buy
+3,847
New +$140K 0.01% 1128

Other funds holding ROUS

NP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harbour Investments's ROUS Position: Q1 2026 in Review

Harbour Investments increased its Hartford Multifactor US Equity ETF (ROUS) stake by 397% in Q1 2026, buying an estimated $2.5M and bringing the position to 52,127 shares worth $3.08M. The position accounts for 0.05% of the portfolio, ranked #362.

Harbour Investments first reported a position in ROUS in Q1 2021 and has held it in 20 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Harbour Investments held 52,127 shares of Hartford Multifactor US Equity ETF worth $3.08M as of Q1 2026.
  • Harbour Investments bought 41,637 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $2.5M.
  • Hartford Multifactor US Equity ETF made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #362 holding.
  • Harbour Investments first reported a position in Hartford Multifactor US Equity ETF in Q1 2021 and has held it in 20 quarters since.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

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