Independent Financial Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Independent Financial Group’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
2025 Q1	–	Sell	-28,376	Closed	-$1.44M	–	1252
2024 Q4	$1.44M	Buy	+28,376	New	+$1.49M	0.05%	378
2024 Q1	–	Sell	-83,518	Closed	-$3.67M	–	1051
2023 Q4	$3.67M	Buy	83,518 +1,796	+2%	+$74.5K	0.2%	114
2023 Q3	$3.28M	Buy	81,722 +1,030	+1%	+$42.8K	0.21%	98
2023 Q2	$3.34M	Buy	80,692 +3,266	+4%	+$131K	0.23%	93
2023 Q1	$3.09M	Buy	77,426 +61,113	+375%	+$2.43M	0.25%	90
2022 Q4	$637K	Buy	+16,313	New	+$631K	0.05%	362

Other funds holding ROUS

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

HBFP

Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Independent Financial Group's ROUS Position: Q1 2025 in Review

Independent Financial Group sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2025, closing a stake of 28,376 shares — an estimated $1.44M sold.

Independent Financial Group first reported a position in ROUS in Q4 2022 and held it in 6 quarters. The position peaked at $3.67M in Q4 2023. 60 funds tracked by Wall St. Rank hold ROUS as of Q1 2025.

Independent Financial Group reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 28,376 Hartford Multifactor US Equity ETF shares in Q1 2025, an estimated $1.44M.
Independent Financial Group first reported a position in Hartford Multifactor US Equity ETF in Q4 2022 and held it in 6 quarters.
Independent Financial Group's Hartford Multifactor US Equity ETF position peaked at $3.67M in Q4 2023.
60 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.