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

Mutual 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
2023 Q1	–	Sell	-84,850	Closed	-$3.31M	–	1009
2022 Q4	$3.31M	Buy	84,850 +27,704	+48%	+$1.07M	0.15%	149
2022 Q3	$2.02M	Sell	57,146 -18,035	-24%	-$700K	0.1%	187
2022 Q2	$2.82M	Buy	75,181 +44,847	+148%	+$1.78M	0.19%	127
2022 Q1	$1.28M	Sell	30,334 -3,582	-11%	-$149K	0.07%	306
2021 Q4	$1.49M	Buy	33,916 +24,633	+265%	+$1.04M	0.08%	286
2021 Q3	$370K	Sell	9,283 -261,915	-97%	-$10.8M	0.02%	647
2021 Q2	$10.9M	Buy	271,198 +221,644	+447%	+$8.76M	0.65%	22
2021 Q1	$1.87M	Buy	+49,554	New	+$1.81M	0.13%	198

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

WWMSC

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

RJFSA

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mutual Advisors's ROUS Position: Q1 2023 in Review

Mutual Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2023, closing a stake of 84,850 shares — an estimated $3.31M sold.

Mutual Advisors first reported a position in ROUS in Q1 2021 and held it in 8 quarters. The position peaked at $10.9M in Q2 2021. 45 funds tracked by Wall St. Rank hold ROUS as of Q1 2023.

Mutual Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2023 after selling out during the quarter.
Mutual Advisors sold 84,850 Hartford Multifactor US Equity ETF shares in Q1 2023, an estimated $3.31M.
Mutual Advisors first reported a position in Hartford Multifactor US Equity ETF in Q1 2021 and held it in 8 quarters.
Mutual Advisors's Hartford Multifactor US Equity ETF position peaked at $10.9M in Q2 2021.
45 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.