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NorthRock Partners’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

NorthRock Partners’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 		$75.3M Sell
1,274,569
-64,675
-5% -$3.88M 1.21% 18
2025
Q4 		$77.3M Sell
1,339,244
-300,647
-18% -$17.3M 1.3% 16
2025
Q3 		$94.3M Buy
+1,639,891
New +$90.5M 1.7% 14

Other funds holding ROUS

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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

NorthRock Partners's ROUS Position: Q1 2026 in Review

NorthRock Partners reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 4.8% in Q1 2026, selling an estimated $3.88M and leaving 1,274,569 shares worth $75.3M. The position accounts for 1.21% of the portfolio, ranked #18.

NorthRock Partners first reported a position in ROUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $94.3M in Q3 2025. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • NorthRock Partners held 1,274,569 shares of Hartford Multifactor US Equity ETF worth $75.3M as of Q1 2026.
  • NorthRock Partners sold 64,675 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $3.88M.
  • Hartford Multifactor US Equity ETF made up 1.21% of NorthRock Partners's portfolio in Q1 2026, its #18 holding.
  • NorthRock Partners first reported a position in Hartford Multifactor US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's Hartford Multifactor US Equity ETF position peaked at $94.3M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.