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Kathleen S. Wright Associates’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$356K Hold
6,200
– – 0.13% 87
2025
Q2 		$333K Hold
6,200
– – 0.13% 91
2025
Q1 		$315K Sell
6,200
-99
-2% -$5.15K 0.13% 91
2024
Q4 		$321K Sell
6,299
-32
-0.5% -$1.68K 0.13% 90
2024
Q3 		$328K Sell
6,331
-5
-0.1% -$249 0.14% 91
2024
Q2 		$305K Hold
6,336
– – 0.14% 92
2024
Q1 		$305K Buy
6,336
+190
+3% +$8.7K 0.14% 91
2023
Q4 		$270K Sell
6,146
-24
-0.4% -$996 0.14% 92
2023
Q3 		$248K Buy
6,170
+72
+1% +$2.99K 0.14% 91
2023
Q2 		$253K Sell
6,098
-74
-1% -$2.96K 0.16% 74
2023
Q1 		$246K Sell
6,172
-13
-0.2% -$516 0.16% 76
2022
Q4 		$241K Buy
6,185
+1,957
+46% +$75.7K 0.16% 81
2022
Q3 		$149K Sell
4,228
-49
-1% -$1.9K 0.12% 84
2022
Q2 		$160K Hold
4,277
– – 0.13% 79
2022
Q1 		$180K Buy
4,277
+396
+10% +$16.5K 0.13% 81
2021
Q4 		$171K Buy
+3,881
New +$164K 0.13% 86

Other funds holding ROUS

NP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Kathleen S. Wright Associates held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q3 2025 at 6,200 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #87.

Kathleen S. Wright Associates first reported a position in ROUS in Q4 2021 and has held it in 16 quarters since. 63 funds tracked by Wall St. Rank hold ROUS as of Q3 2025.

  • Kathleen S. Wright Associates held 6,200 shares of Hartford Multifactor US Equity ETF worth $356K as of Q3 2025.
  • Kathleen S. Wright Associates left its Hartford Multifactor US Equity ETF share count unchanged in Q3 2025.
  • Hartford Multifactor US Equity ETF made up 0.13% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #87 holding.
  • Kathleen S. Wright Associates first reported a position in Hartford Multifactor US Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • 63 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2025.

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