IAA
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Independent Advisor Alliance’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Independent Advisor Alliance’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
2026
Q2 		– Sell
-26,552
Closed -$823K – 1504
2026
Q1 		$823K Buy
+26,552
New +$834K 0.01% 921

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Advisor Alliance's ROAM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2026, closing a stake of 26,552 shares — an estimated $823K sold.

Independent Advisor Alliance first reported a position in ROAM in Q1 2026 and held it in 1 quarter. The position peaked at $823K in Q1 2026. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 26,552 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $823K.
  • Independent Advisor Alliance first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Hartford Multifactor Emerging Markets ETF position peaked at $823K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.