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
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 $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's ROAM Position: Q1 2026 in Review

LPL Financial increased its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 13% in Q1 2026, buying an estimated $2.35M and bringing the position to 672,986 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #1444.

LPL Financial first reported a position in ROAM in Q2 2019 and has held it in 20 quarters since. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

  • LPL Financial held 672,986 shares of Hartford Multifactor Emerging Markets ETF worth $20.9M as of Q1 2026.
  • LPL Financial bought 74,923 Hartford Multifactor Emerging Markets ETF shares in Q1 2026, an estimated $2.35M.
  • Hartford Multifactor Emerging Markets ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1444 holding.
  • LPL Financial first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2019 and has held it in 20 quarters since.
  • 32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.