Next Financial Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Next Financial Group’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
2021 Q4	$1.86M	Buy	42,160 +2,389	+6%	+$101K	0.12%	187
2021 Q3	$1.58M	Sell	39,771 -5,664	-12%	-$233K	0.12%	184
2021 Q2	$1.82M	Buy	45,435 +2,055	+5%	+$81.2K	0.15%	160
2021 Q1	$1.64M	Buy	43,380 +7,076	+19%	+$258K	0.15%	156
2020 Q4	$1.27M	Buy	36,304 +9,750	+37%	+$327K	0.12%	172
2020 Q3	$843K	Sell	26,554 -3,822	-13%	-$120K	0.09%	230
2020 Q2	$912K	Sell	30,376 -898	-3%	-$26K	0.11%	203
2020 Q1	$816K	Buy	31,274 +2,936	+10%	+$92.7K	0.11%	187
2019 Q4	$955K	Sell	28,338 -8,724	-24%	-$286K	0.1%	238
2019 Q3	$1.19M	Buy	37,062 +16,717	+82%	+$530K	0.13%	207
2019 Q2	$644K	Buy	+20,345	New	+$636K	0.07%	291

Other funds holding ROUS

HFM

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's ROUS Position: Q4 2021 in Review

Next Financial Group increased its Hartford Multifactor US Equity ETF (ROUS) stake by 6% in Q4 2021, buying an estimated $101K and bringing the position to 42,160 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #187.

Next Financial Group first reported a position in ROUS in Q2 2019 and has held it in 11 quarters since. 42 funds tracked by Wall St. Rank hold ROUS as of Q4 2021.

Next Financial Group held 42,160 shares of Hartford Multifactor US Equity ETF worth $1.86M as of Q4 2021.
Next Financial Group bought 2,389 Hartford Multifactor US Equity ETF shares in Q4 2021, an estimated $101K.
Hartford Multifactor US Equity ETF made up 0.12% of Next Financial Group's portfolio in Q4 2021, its #187 holding.
Next Financial Group first reported a position in Hartford Multifactor US Equity ETF in Q2 2019 and has held it in 11 quarters since.
42 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.