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 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 $6.2B AUM 15.8% 1-Year Est. Return

HFM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ROUS Position: Q1 2026 in Review

Marshall Financial Group (Maryland) reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 1.3% in Q1 2026, selling an estimated $64.7K and leaving 84,511 shares worth $4.99M. The position accounts for 0.8% of the portfolio, ranked #22.

Marshall Financial Group (Maryland) first reported a position in ROUS in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Marshall Financial Group (Maryland) held 84,511 shares of Hartford Multifactor US Equity ETF worth $4.99M as of Q1 2026.
Marshall Financial Group (Maryland) sold 1,078 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $64.7K.
Hartford Multifactor US Equity ETF made up 0.8% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #22 holding.
Marshall Financial Group (Maryland) first reported a position in Hartford Multifactor US Equity ETF in Q1 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.