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Next Financial Group’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Next Financial Group’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-44
Closed -$1K – 2511
2019
Q3 		$1K Sell
44
-81
-65% -$2.32K ﹤0.01% 2255
2019
Q2 		$4K Buy
+125
New +$3.66K ﹤0.01% 1963

Other funds holding ROSC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's ROSC Position: Q4 2019 in Review

Next Financial Group sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q4 2019, closing a stake of 44 shares — an estimated $1K sold.

Next Financial Group first reported a position in ROSC in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 15 funds tracked by Wall St. Rank hold ROSC as of Q4 2019.

  • Next Financial Group reported no remaining Hartford Multifactor Small Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 44 Hartford Multifactor Small Cap ETF shares in Q4 2019, an estimated $1K.
  • Next Financial Group first reported a position in Hartford Multifactor Small Cap ETF in Q2 2019 and held it in 2 quarters.
  • Next Financial Group's Hartford Multifactor Small Cap ETF position peaked at $4K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.