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Independent Advisor Alliance’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Independent Advisor Alliance’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,510
Closed -$443K – 1507
2026
Q1 		$443K Buy
+7,510
New +$451K ﹤0.01% 1165
2025
Q1 		– Sell
-5,172
Closed -$263K – 1252
2024
Q4 		$263K Buy
+5,172
New +$272K ﹤0.01% 1186

Other funds holding ROUS

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2026, closing a stake of 7,510 shares — an estimated $443K sold.

Independent Advisor Alliance first reported a position in ROUS in Q4 2024 and held it in 2 quarters. The position peaked at $443K in Q1 2026. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,510 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $443K.
  • Independent Advisor Alliance first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Hartford Multifactor US Equity ETF position peaked at $443K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

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