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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
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 $6.2B AUM 15.8% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Independent Advisor Alliance opened a new position in Hartford Multifactor US Equity ETF (ROUS) in Q1 2026: 7,510 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ROUS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ROUS in Q4 2024 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Independent Advisor Alliance held 7,510 shares of Hartford Multifactor US Equity ETF worth $443K as of Q1 2026.
  • Hartford Multifactor US Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1165 holding.
  • Independent Advisor Alliance first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

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