J.W. Cole Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

J.W. Cole Advisors’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 Q2	$239K	Buy	+6,682	New	+$233K	﹤0.01%	1408
2026 Q1	–	Sell	-9,138	Closed	-$266K	–	1332
2025 Q4	$266K	Sell	9,138 -421	-4%	-$12.2K	0.01%	1157
2025 Q3	$266K	Buy	9,559 +1,514	+19%	+$40.9K	0.01%	1281
2025 Q2	$212K	Buy	+8,045	New	+$197K	﹤0.01%	1336

Other funds holding ROAM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

J.W. Cole Advisors's ROAM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2026: 6,682 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ROAM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ROAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q3 2025. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

J.W. Cole Advisors held 6,682 shares of Hartford Multifactor Emerging Markets ETF worth $239K as of Q2 2026.
Hartford Multifactor Emerging Markets ETF was a new J.W. Cole Advisors position in Q2 2026.
Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1408 holding.
J.W. Cole Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
J.W. Cole Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $266K in Q3 2025.
43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.