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Optima Capital’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Optima Capital’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 		– Sell
-1,741
Closed -$100K – 1052
2025
Q4 		$100K Buy
+1,741
New +$100K 0.04% 221

Other funds holding ROUS

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
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

Optima Capital's ROUS Position: Q1 2026 in Review

Optima Capital sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2026, closing a stake of 1,741 shares — an estimated $100K sold.

Optima Capital first reported a position in ROUS in Q4 2025 and held it in 1 quarter. The position peaked at $100K in Q4 2025. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Optima Capital reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,741 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $100K.
  • Optima Capital first reported a position in Hartford Multifactor US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Hartford Multifactor US Equity ETF position peaked at $100K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.