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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
Q1 		$823K Buy
+26,552
New +$834K 0.01% 921

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Independent Advisor Alliance's ROAM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2026: 26,552 shares worth $823K. The stake represents 0.01% of the portfolio and ranks #921 among its holdings.

32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

  • Independent Advisor Alliance held 26,552 shares of Hartford Multifactor Emerging Markets ETF worth $823K as of Q1 2026.
  • Hartford Multifactor Emerging Markets ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Hartford Multifactor Emerging Markets ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #921 holding.
  • 32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.