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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

J.W. Cole Advisors's ROAM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2026, closing a stake of 9,138 shares — an estimated $266K sold.

J.W. Cole Advisors first reported a position in ROAM in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,138 Hartford Multifactor Emerging Markets ETF shares in Q1 2026, an estimated $266K.
  • J.W. Cole Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $266K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.