Marshall Financial Group (Maryland)’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	$5.78M	Buy	85,786 +1,275	+2%	+$82.1K	0.84%	21
2026 Q1	$4.99M	Sell	84,511 -1,078	-1%	-$64.7K	0.8%	22
2025 Q4	$4.94M	Buy	85,589 +9,579	+13%	+$552K	0.96%	20
2025 Q3	$4.37M	Buy	76,010 +4,077	+6%	+$225K	0.85%	23
2025 Q2	$3.89M	Buy	71,933 +2,135	+3%	+$109K	0.76%	22
2025 Q1	$3.54M	Buy	+69,798	New	+$3.63M	0.77%	22

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ROUS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Hartford Multifactor US Equity ETF (ROUS) stake by 1.5% in Q2 2026, buying an estimated $82.1K and bringing the position to 85,786 shares worth $5.78M. The position accounts for 0.84% of the portfolio, ranked #21.

Marshall Financial Group (Maryland) first reported a position in ROUS in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Marshall Financial Group (Maryland) held 85,786 shares of Hartford Multifactor US Equity ETF worth $5.78M as of Q2 2026.
Marshall Financial Group (Maryland) bought 1,275 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $82.1K.
Hartford Multifactor US Equity ETF made up 0.84% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #21 holding.
Marshall Financial Group (Maryland) first reported a position in Hartford Multifactor US Equity ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.