Heck Capital Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Heck Capital Advisors’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,296	Closed	-$290K	–	106
2019 Q2	$290K	Buy	10,296 +234	+2%	+$6.59K	0.08%	67
2019 Q1	$283K	Sell	10,062 -182	-2%	-$5.02K	0.08%	64
2018 Q4	$264K	Buy	+10,244	New	+$277K	0.1%	57

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AAS

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

RJFSA

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

HFM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SFSG

Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return

Heck Capital Advisors's RODM Position: Q3 2019 in Review

Heck Capital Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2019, closing a stake of 10,296 shares — an estimated $290K sold.

Heck Capital Advisors first reported a position in RODM in Q4 2018 and held it in 3 quarters. The position peaked at $290K in Q2 2019. 101 funds tracked by Wall St. Rank hold RODM as of Q3 2019.

Heck Capital Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2019 after selling out during the quarter.
Heck Capital Advisors sold 10,296 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2019, an estimated $290K.
Heck Capital Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 3 quarters.
Heck Capital Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $290K in Q2 2019.
101 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2019.

Based on Heck Capital Advisors's 13F filing for Q3 2019, filed 19 May 2025.