MWA
ROUS icon

Medallion Wealth Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Medallion Wealth Advisors’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 		$82.2K Hold
1,393
– – 0.03% 389
2025
Q4 		$80.4K Hold
1,393
– – 0.03% 387
2025
Q3 		$80.1K Hold
1,393
– – 0.03% 389
2025
Q2 		$75.2K Hold
1,393
– – 0.03% 394
2025
Q1 		$70.8K Hold
1,393
– – 0.03% 364
2024
Q4 		$70.9K Buy
+1,393
New +$73.1K 0.04% 353

Other funds holding ROUS

NP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Medallion Wealth Advisors's ROUS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q1 2026 at 1,393 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #389.

Medallion Wealth Advisors first reported a position in ROUS in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Medallion Wealth Advisors held 1,393 shares of Hartford Multifactor US Equity ETF worth $82.2K as of Q1 2026.
  • Medallion Wealth Advisors left its Hartford Multifactor US Equity ETF share count unchanged in Q1 2026.
  • Hartford Multifactor US Equity ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #389 holding.
  • Medallion Wealth Advisors first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.