KWM
ROUS icon

Kingsview Wealth Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Kingsview Wealth Management’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 		$10.5M Buy
177,876
+161,295
+973% +$9.69M 0.14% 128
2025
Q4 		$957K Buy
16,581
+1,530
+10% +$88.1K 0.01% 652
2025
Q3 		$865K Buy
15,051
+3,346
+29% +$185K 0.01% 650
2025
Q2 		$628K Buy
11,705
+2,378
+25% +$121K 0.01% 692
2025
Q1 		$473K Buy
9,327
+34
+0.4% +$1.77K 0.01% 739
2024
Q4 		$473K Buy
9,293
+128
+1% +$6.72K 0.01% 760
2024
Q3 		$475K Buy
9,165
+362
+4% +$18K 0.01% 737
2024
Q2 		$423K Buy
8,803
+3,332
+61% +$158K 0.01% 738
2024
Q1 		$264K Buy
+5,471
New +$250K 0.01% 868

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return