James T. Borello’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

James T. Borello’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 Q3	$176K	Hold	2,650	–	–	0.04%	121
2026 Q2	$179K	Hold	2,650	–	–	0.04%	122
2026 Q1	$156K	Hold	2,650	–	–	0.04%	121
2025 Q4	$153K	Hold	2,650	–	–	0.04%	113
2025 Q3	$152K	Hold	2,650	–	–	0.04%	106
2025 Q2	$142K	Hold	2,650	–	–	0.04%	101
2025 Q1	$134K	Hold	2,650	–	–	0.04%	88
2024 Q4	$135K	Hold	2,650	–	–	0.05%	80
2024 Q3	$137K	Hold	2,650	–	–	0.06%	74
2024 Q2	$127K	Hold	2,650	–	–	0.06%	72
2024 Q1	$128K	Hold	2,650	–	–	0.06%	72
2023 Q4	$117K	Buy	+2,650	New	+$110K	0.1%	50

Other funds holding ROUS

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

James T. Borello's ROUS Position: Q3 2026 in Review

James T. Borello held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q3 2026 at 2,650 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #121.

James T. Borello first reported a position in ROUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $179K in Q2 2026. 13 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

James T. Borello held 2,650 shares of Hartford Multifactor US Equity ETF worth $176K as of Q3 2026.
James T. Borello left its Hartford Multifactor US Equity ETF share count unchanged in Q3 2026.
Hartford Multifactor US Equity ETF made up 0.04% of James T. Borello's portfolio in Q3 2026, its #121 holding.
James T. Borello first reported a position in Hartford Multifactor US Equity ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Hartford Multifactor US Equity ETF position peaked at $179K in Q2 2026.
13 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.