HGERS
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Householder Group Estate & Retirement Specialist’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,080
Closed -$27K – 1058
2024
Q3 		$27K Hold
1,080
– – 0.01% 616
2024
Q2 		$26K Hold
1,080
– – 0.01% 618
2024
Q1 		$25.2K Hold
1,080
– – 0.01% 622
2023
Q4 		$24K Hold
1,080
– – 0.01% 604
2023
Q3 		$22.7K Buy
+1,080
New +$23.2K 0.01% 612
2023
Q1 		$22K Buy
+1,080
New +$22K 0.01% 621

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ROAM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q4 2024, closing a stake of 1,080 shares — an estimated $27K sold.

Householder Group Estate & Retirement Specialist first reported a position in ROAM in Q1 2023 and held it in 6 quarters. The position peaked at $27K in Q3 2024. 22 funds tracked by Wall St. Rank hold ROAM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,080 Hartford Multifactor Emerging Markets ETF shares in Q4 2024, an estimated $27K.
  • Householder Group Estate & Retirement Specialist first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Hartford Multifactor Emerging Markets ETF position peaked at $27K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.