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Integrated Wealth Concepts’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-5,870
Closed -$298K – 1987
2025
Q1 		$298K Buy
+5,870
New +$305K ﹤0.01% 1411

Other funds holding ROUS

Ameriprise
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Integrated Wealth Concepts's ROUS Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2025, closing a stake of 5,870 shares — an estimated $298K sold.

Integrated Wealth Concepts first reported a position in ROUS in Q1 2025 and held it in 1 quarter. The position peaked at $298K in Q1 2025. 58 funds tracked by Wall St. Rank hold ROUS as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,870 Hartford Multifactor US Equity ETF shares in Q2 2025, an estimated $298K.
  • Integrated Wealth Concepts first reported a position in Hartford Multifactor US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Hartford Multifactor US Equity ETF position peaked at $298K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.