Mariner Independent Advisor Network’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Mariner Independent Advisor Network’s Portfolio ROSC Stock Details ROSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.62M	Buy	50,005 +3,262	+7%	+$117K	0.07%	282
2022 Q2	$1.62M	Buy	+46,743	New	+$1.69M	0.07%	288
2019 Q3	–	Sell	-19,733	Closed	-$580K	–	388
2019 Q2	$580K	Sell	19,733 -15,925	-45%	-$466K	0.04%	299
2019 Q1	$1.06M	Sell	35,658 -10,465	-23%	-$307K	0.09%	225
2018 Q4	$1.3M	Buy	46,123 +17,630	+62%	+$512K	0.12%	192
2018 Q3	$902K	Buy	+28,493	New	+$902K	0.11%	153

Other funds holding ROSC

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KSWA

Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Mariner Independent Advisor Network's ROSC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Hartford Multifactor Small Cap ETF (ROSC) stake by 7% in Q3 2022, buying an estimated $117K and bringing the position to 50,005 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #282.

Mariner Independent Advisor Network first reported a position in ROSC in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.62M in Q2 2022. 17 funds tracked by Wall St. Rank hold ROSC as of Q3 2022.

Mariner Independent Advisor Network held 50,005 shares of Hartford Multifactor Small Cap ETF worth $1.62M as of Q3 2022.
Mariner Independent Advisor Network bought 3,262 Hartford Multifactor Small Cap ETF shares in Q3 2022, an estimated $117K.
Hartford Multifactor Small Cap ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #282 holding.
Mariner Independent Advisor Network first reported a position in Hartford Multifactor Small Cap ETF in Q3 2018 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Hartford Multifactor Small Cap ETF position peaked at $1.62M in Q2 2022.
17 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.