Onyx Bridge Wealth Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Onyx Bridge Wealth 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
2022 Q2	–	Sell	-6,966	Closed	-$282K	–	186
2022 Q1	$282K	Sell	6,966 -327	-4%	-$13.6K	0.11%	111
2021 Q4	$320K	Sell	7,293 -8,710	-54%	-$368K	0.11%	109
2021 Q3	$660K	Sell	16,003 -113,076	-88%	-$4.64M	0.25%	48
2021 Q2	$5.21M	Buy	129,079 +15,887	+14%	+$628K	2.25%	10
2021 Q1	$4.27M	Buy	113,192 +10,709	+10%	+$391K	2.14%	12
2020 Q4	$3.6M	Buy	+102,483	New	+$3.44M	2.36%	13

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

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

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

WWM

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Onyx Bridge Wealth Group's ROUS Position: Q2 2022 in Review

Onyx Bridge Wealth Group sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2022, closing a stake of 6,966 shares — an estimated $282K sold.

Onyx Bridge Wealth Group first reported a position in ROUS in Q4 2020 and held it in 6 quarters. The position peaked at $5.21M in Q2 2021. 41 funds tracked by Wall St. Rank hold ROUS as of Q2 2022.

Onyx Bridge Wealth Group reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2022 after selling out during the quarter.
Onyx Bridge Wealth Group sold 6,966 Hartford Multifactor US Equity ETF shares in Q2 2022, an estimated $282K.
Onyx Bridge Wealth Group first reported a position in Hartford Multifactor US Equity ETF in Q4 2020 and held it in 6 quarters.
Onyx Bridge Wealth Group's Hartford Multifactor US Equity ETF position peaked at $5.21M in Q2 2021.
41 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.