Mariner Independent Advisor Network’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$1.1M	Buy	31,072 +1,220	+4%	+$47.4K	0.05%	351
2022 Q2	$1.15M	Sell	29,852 -488	-2%	-$19.4K	0.05%	342
2022 Q1	$1.24M	Buy	30,340 +12	+0%	+$500	0.05%	330
2021 Q4	$1.33M	Buy	30,328 +5,028	+20%	+$212K	0.06%	291
2021 Q3	$1.01M	Buy	25,300 +500	+2%	+$20.5K	0.05%	327
2021 Q2	$996K	Buy	24,800 +5,600	+29%	+$221K	0.05%	340
2021 Q1	$724K	Sell	19,200 -1,000	-5%	-$36.5K	0.04%	334
2020 Q4	$709K	Buy	+20,200	New	+$677K	0.04%	322
2020 Q2	–	Sell	-12,902	Closed	-$321K	–	365
2020 Q1	$321K	Sell	12,902 -4,769	-27%	-$151K	0.03%	322
2019 Q4	$596K	Hold	17,671	–	–	0.04%	297
2019 Q3	$563K	Sell	17,671 -6,236	-26%	-$198K	0.04%	308
2019 Q2	$760K	Sell	23,907 -11,130	-32%	-$348K	0.06%	268
2019 Q1	$1.09M	Sell	35,037 -25,021	-42%	-$760K	0.09%	221
2018 Q4	$1.75M	Buy	60,058 +49,278	+457%	+$1.5M	0.16%	147
2018 Q3	$356K	Buy	+10,780	New	+$353K	0.04%	207

Other funds holding ROUS

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

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

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

Mariner Independent Advisor Network increased its Hartford Multifactor US Equity ETF (ROUS) stake by 4.1% in Q3 2022, buying an estimated $47.4K and bringing the position to 31,072 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #351.

Mariner Independent Advisor Network first reported a position in ROUS in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.75M in Q4 2018. 44 funds tracked by Wall St. Rank hold ROUS as of Q3 2022.

Mariner Independent Advisor Network held 31,072 shares of Hartford Multifactor US Equity ETF worth $1.1M as of Q3 2022.
Mariner Independent Advisor Network bought 1,220 Hartford Multifactor US Equity ETF shares in Q3 2022, an estimated $47.4K.
Hartford Multifactor US Equity ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #351 holding.
Mariner Independent Advisor Network first reported a position in Hartford Multifactor US Equity ETF in Q3 2018 and has held it in 15 quarters since.
Mariner Independent Advisor Network's Hartford Multifactor US Equity ETF position peaked at $1.75M in Q4 2018.
44 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2022.

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