Householder Group Estate & Retirement Specialist’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$355K	Buy	8,152 +3,628	+80%	+$163K	0.27%	64
2024 Q3	$197K	Buy	4,524 +3,502	+343%	+$148K	0.06%	246
2024 Q2	$40K	Buy	1,022 +31	+3%	+$1.25K	0.01%	521
2024 Q1	$41.3K	Buy	991 +547	+123%	+$22.1K	0.01%	511
2023 Q4	$18K	Hold	444	–	–	0.01%	663
2023 Q3	$16K	Buy	+444	New	+$16.6K	0.01%	681
2023 Q1	$16K	Buy	+444	New	+$16.6K	0.01%	688

Other funds holding ROSC

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

GBFP

Golden Bell Financial Planning Alpharetta, Georgia $136M AUM 12.99% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist increased its Hartford Multifactor Small Cap ETF (ROSC) stake by 80% in Q4 2024, buying an estimated $163K and bringing the position to 8,152 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #64.

Householder Group Estate & Retirement Specialist first reported a position in ROSC in Q1 2023 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold ROSC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 8,152 shares of Hartford Multifactor Small Cap ETF worth $355K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 3,628 Hartford Multifactor Small Cap ETF shares in Q4 2024, an estimated $163K.
Hartford Multifactor Small Cap ETF made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #64 holding.
Householder Group Estate & Retirement Specialist first reported a position in Hartford Multifactor Small Cap ETF in Q1 2023 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q4 2024.

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