Howard Financial Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Howard Financial Services’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
2026 Q3	$3.58M	Sell	87,962 -854	-1%	-$35.5K	0.38%	39
2026 Q2	$3.59M	Buy	88,816 +612	+0.7%	+$25K	0.39%	39
2026 Q1	$3.48M	Sell	88,204 -5,506	-6%	-$215K	0.39%	38
2025 Q4	$3.46M	Buy	93,710 +904	+1%	+$32.7K	0.41%	36
2025 Q3	$3.3M	Sell	92,806 -810	-0.9%	-$28.2K	0.4%	36
2025 Q2	$3.19M	Sell	93,616 -306	-0.3%	-$10K	0.42%	37
2025 Q1	$2.91M	Buy	93,922 +2,879	+3%	+$86.4K	0.4%	37
2024 Q4	$2.59M	Sell	91,043 -10,062	-10%	-$298K	0.35%	40
2024 Q3	$3.08M	Sell	101,105 -23,897	-19%	-$695K	0.45%	33
2024 Q2	$3.45M	Sell	125,002 -19,387	-13%	-$543K	0.57%	31
2024 Q1	$4.04M	Sell	144,389 -10,347	-7%	-$283K	0.7%	30
2023 Q4	$4.24M	Sell	154,736 -13,826	-8%	-$359K	0.82%	25
2023 Q3	$4.32M	Sell	168,562 -14,266	-8%	-$376K	0.99%	23
2023 Q2	$4.81M	Sell	182,828 -48,061	-21%	-$1.28M	1.15%	22
2023 Q1	$6.08M	Sell	230,889 -36,103	-14%	-$938K	1.48%	20
2022 Q4	$6.62M	Sell	266,992 -35,254	-12%	-$841K	1.74%	17
2022 Q3	$6.57M	Sell	302,246 -102,033	-25%	-$2.5M	2.13%	10
2022 Q2	$10.1M	Sell	404,279 -20,817	-5%	-$568K	3.42%	8
2022 Q1	$12.4M	Buy	425,096 +37,024	+10%	+$1.08M	3.67%	6
2021 Q4	$11.7M	Buy	388,072 +100,094	+35%	+$3.04M	3.5%	8
2021 Q3	$8.67M	Buy	287,978 +38,404	+15%	+$1.2M	3.25%	8
2021 Q2	$7.66M	Buy	249,574 +45,078	+22%	+$1.4M	3%	9
2021 Q1	$6.07M	Buy	204,496 +36,569	+22%	+$1.06M	2.73%	9
2020 Q4	$4.75M	Buy	167,927 +13,337	+9%	+$363K	2.5%	10
2020 Q3	$4M	Buy	154,590 +8,612	+6%	+$223K	2.59%	11
2020 Q2	$3.59M	Buy	145,978 +74,477	+104%	+$1.77M	2.55%	12
2020 Q1	$1.58M	Buy	+71,501	New	+$1.91M	1.39%	15

Other funds holding RODM

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Howard Financial Services's RODM Position: Q3 2026 in Review

Howard Financial Services reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.96% in Q3 2026, selling an estimated $35.5K and leaving 87,962 shares worth $3.58M. The position accounts for 0.38% of the portfolio, ranked #39.

Howard Financial Services first reported a position in RODM in Q1 2020 and has held it in 27 quarters since. The position peaked at $12.4M in Q1 2022. 27 funds tracked by Wall St. Rank hold RODM as of Q3 2026.

Howard Financial Services held 87,962 shares of Hartford Multifactor Developed Markets ex-US ETF worth $3.58M as of Q3 2026.
Howard Financial Services sold 854 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2026, an estimated $35.5K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.38% of Howard Financial Services's portfolio in Q3 2026, its #39 holding.
Howard Financial Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and has held it in 27 quarters since.
Howard Financial Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $12.4M in Q1 2022.
27 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.