Jones Financial Companies’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Jones Financial Companies’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 Q1	$9.56M	Buy	164,457 +49,122	+43%	+$2.95M	﹤0.01%	843
2025 Q4	$6.66M	Buy	115,335 +28,320	+33%	+$1.63M	﹤0.01%	553
2025 Q3	$4.97M	Buy	87,015 +30,753	+55%	+$1.7M	﹤0.01%	572
2025 Q2	$3M	Buy	56,262 +30,827	+121%	+$1.57M	﹤0.01%	651
2025 Q1	$1.28M	Buy	25,435 +10,538	+71%	+$548K	﹤0.01%	778
2024 Q4	$758K	Buy	14,897 +8,327	+127%	+$437K	﹤0.01%	838
2024 Q3	$339K	Buy	6,570 +2,370	+56%	+$118K	﹤0.01%	961
2024 Q2	$202K	Buy	+4,200	New	+$199K	﹤0.01%	835

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

WWM

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

Jones Financial Companies's ROUS Position: Q1 2026 in Review

Jones Financial Companies increased its Hartford Multifactor US Equity ETF (ROUS) stake by 43% in Q1 2026, buying an estimated $2.95M and bringing the position to 164,457 shares worth $9.56M. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Jones Financial Companies first reported a position in ROUS in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Jones Financial Companies held 164,457 shares of Hartford Multifactor US Equity ETF worth $9.56M as of Q1 2026.
Jones Financial Companies bought 49,122 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $2.95M.
Hartford Multifactor US Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #843 holding.
Jones Financial Companies first reported a position in Hartford Multifactor US Equity ETF in Q2 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.