Kestra Advisory Services’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Kestra Advisory Services’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	$8.79M	Buy	283,569 +11,742	+4%	+$369K	0.03%	510
2025 Q4	$7.92M	Buy	+271,827	New	+$7.85M	0.03%	508

Other funds holding ROAM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services's ROAM Position: Q1 2026 in Review

Kestra Advisory Services increased its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 4.3% in Q1 2026, buying an estimated $369K and bringing the position to 283,569 shares worth $8.79M. The position accounts for 0.03% of the portfolio, ranked #510.

Kestra Advisory Services first reported a position in ROAM in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

Kestra Advisory Services held 283,569 shares of Hartford Multifactor Emerging Markets ETF worth $8.79M as of Q1 2026.
Kestra Advisory Services bought 11,742 Hartford Multifactor Emerging Markets ETF shares in Q1 2026, an estimated $369K.
Hartford Multifactor Emerging Markets ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #510 holding.
Kestra Advisory Services first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.