LPL Financial
ROAM icon

LPL Financial’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

LPL Financial’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
Q2 		$23.5M Sell
656,376
-16,610
-2% -$579K 0.01% 1476
2026
Q1 		$20.9M Buy
672,986
+74,923
+13% +$2.35M 0.01% 1444
2025
Q4 		$17.4M Buy
598,063
+138,600
+30% +$4M ﹤0.01% 1498
2025
Q3 		$12.8M Buy
459,463
+147,404
+47% +$3.98M ﹤0.01% 1660
2025
Q2 		$8.21M Buy
312,059
+16,640
+6% +$407K ﹤0.01% 1899
2025
Q1 		$6.95M Sell
295,419
-904
-0.3% -$21.2K ﹤0.01% 1875
2024
Q4 		$6.76M Buy
296,323
+67,138
+29% +$1.63M ﹤0.01% 1826
2024
Q3 		$5.85M Buy
229,185
+42,456
+23% +$1.03M ﹤0.01% 1863
2024
Q2 		$4.51M Buy
186,729
+151,574
+431% +$3.6M ﹤0.01% 1946
2024
Q1 		$819K Buy
35,155
+21,241
+153% +$479K ﹤0.01% 3356
2023
Q4 		$311K Sell
13,914
-200
-1% -$4.31K ﹤0.01% 4060
2023
Q3 		$297K Buy
+14,114
New +$304K ﹤0.01% 3932
2022
Q4 		– Sell
-10,623
Closed -$191K – 4534
2022
Q3 		$191K Hold
10,623
– – ﹤0.01% 3958
2022
Q2 		$213K Sell
10,623
-2,354
-18% -$51.2K ﹤0.01% 3896
2022
Q1 		$302K Sell
12,977
-247
-2% -$5.85K ﹤0.01% 3560
2021
Q4 		$318K Buy
13,224
+8
+0.1% +$197 ﹤0.01% 3642
2021
Q3 		$323K Buy
13,216
+770
+6% +$19.2K ﹤0.01% 3599
2021
Q2 		$317K Buy
+12,446
New +$311K ﹤0.01% 3554
2020
Q1 		– Sell
-11,336
Closed -$263K – 3390
2019
Q4 		$263K Sell
11,336
-429
-4% -$9.76K ﹤0.01% 2879
2019
Q3 		$259K Buy
11,765
+2,902
+33% +$65.4K ﹤0.01% 2798
2019
Q2 		$208K Buy
+8,863
New +$205K ﹤0.01% 3004

Other funds holding ROAM

SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

LPL Financial's ROAM Position: Q2 2026 in Review

LPL Financial reduced its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 2.5% in Q2 2026, selling an estimated $579K and leaving 656,376 shares worth $23.5M. The position accounts for 0.01% of the portfolio, ranked #1476.

LPL Financial first reported a position in ROAM in Q2 2019 and has held it in 21 quarters since. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

  • LPL Financial held 656,376 shares of Hartford Multifactor Emerging Markets ETF worth $23.5M as of Q2 2026.
  • LPL Financial sold 16,610 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $579K.
  • Hartford Multifactor Emerging Markets ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1476 holding.
  • LPL Financial first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2019 and has held it in 21 quarters since.
  • 43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.