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Kathleen S. Wright Associates’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Kathleen S. Wright Associates’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$220K Buy
4,842
+15
+0.3% +$659 0.08% 107
2025
Q2 		$202K Buy
4,827
+14
+0.3% +$559 0.08% 108
2025
Q1 		$194K Buy
4,813
+13
+0.3% +$555 0.08% 111
2024
Q4 		$209K Sell
4,800
-75
-2% -$3.37K 0.09% 111
2024
Q3 		$213K Buy
4,875
+25
+0.5% +$1.06K 0.09% 110
2024
Q2 		$193K Hold
4,850
– – 0.09% 109
2024
Q1 		$202K Buy
4,850
+12
+0.2% +$486 0.1% 105
2023
Q4 		$201K Buy
4,838
+36
+0.7% +$1.34K 0.1% 99
2023
Q3 		$173K Hold
4,802
– – 0.1% 97
2023
Q2 		$178K Buy
4,802
+15
+0.3% +$531 0.11% 79
2023
Q1 		$172K Buy
4,787
+14
+0.3% +$522 0.11% 81
2022
Q4 		$170K Buy
4,773
+38
+0.8% +$1.37K 0.12% 88
2022
Q3 		$153K Sell
4,735
-2,059
-30% -$73.7K 0.12% 83
2022
Q2 		$230K Hold
6,794
– – 0.19% 74
2022
Q1 		$261K Buy
6,794
+1,295
+24% +$49.9K 0.19% 72
2021
Q4 		$223K Buy
+5,499
New +$221K 0.16% 76

Other funds holding ROSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GBFP
Golden Bell Financial Planning Alpharetta, Georgia $125M AUM 12.52% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Kathleen S. Wright Associates's ROSC Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Hartford Multifactor Small Cap ETF (ROSC) stake by 0.31% in Q3 2025, buying an estimated $659 and bringing the position to 4,842 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #107.

Kathleen S. Wright Associates first reported a position in ROSC in Q4 2021 and has held it in 16 quarters since. The position peaked at $261K in Q1 2022. 17 funds tracked by Wall St. Rank hold ROSC as of Q3 2025.

  • Kathleen S. Wright Associates held 4,842 shares of Hartford Multifactor Small Cap ETF worth $220K as of Q3 2025.
  • Kathleen S. Wright Associates bought 15 Hartford Multifactor Small Cap ETF shares in Q3 2025, an estimated $659.
  • Hartford Multifactor Small Cap ETF made up 0.08% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #107 holding.
  • Kathleen S. Wright Associates first reported a position in Hartford Multifactor Small Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Hartford Multifactor Small Cap ETF position peaked at $261K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.