Paracle Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Paracle Advisors’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 Q1	$18.7M	Buy	495,774 +26,712	+6%	+$976K	3.39%	11
2020 Q4	$16.5M	Buy	469,062 +59,661	+15%	+$2M	3.14%	11
2020 Q3	$13M	Buy	409,401 +2,037	+0.5%	+$64.1K	2.81%	13
2020 Q2	$12.2M	Buy	407,364 +29,170	+8%	+$845K	2.85%	13
2020 Q1	$9.87M	Buy	378,194 +19,177	+5%	+$605K	2.67%	13
2019 Q4	$12.1M	Sell	359,017 -3,754	-1%	-$123K	2.82%	13
2019 Q3	$11.7M	Buy	362,771 +33,541	+10%	+$1.06M	2.83%	13
2019 Q2	$10.4M	Buy	329,230 +74,002	+29%	+$2.31M	2.57%	14
2019 Q1	$7.89M	Buy	255,228 +69,923	+38%	+$2.12M	2.05%	15
2018 Q4	$5.15M	Buy	185,305 +79,874	+76%	+$2.43M	1.5%	16
2018 Q3	$3.48M	Buy	105,431 +83,002	+370%	+$2.72M	1.03%	16
2018 Q2	$706K	Buy	22,429 +8,982	+67%	+$284K	0.22%	32
2018 Q1	$418K	Buy	+13,447	New	+$429K	0.13%	37
2017 Q4	–	Sell	-10,945	Closed	-$314K	–	47
2017 Q3	$314K	Buy	+10,945	New	+$306K	0.11%	38

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 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

Paracle Advisors's ROUS Position: Q1 2021 in Review

Paracle Advisors increased its Hartford Multifactor US Equity ETF (ROUS) stake by 5.7% in Q1 2021, buying an estimated $976K and bringing the position to 495,774 shares worth $18.7M. The position accounts for 3.39% of the portfolio, ranked #11.

Paracle Advisors first reported a position in ROUS in Q3 2017 and has held it in 14 quarters since. 41 funds tracked by Wall St. Rank hold ROUS as of Q1 2021.

Paracle Advisors held 495,774 shares of Hartford Multifactor US Equity ETF worth $18.7M as of Q1 2021.
Paracle Advisors bought 26,712 Hartford Multifactor US Equity ETF shares in Q1 2021, an estimated $976K.
Hartford Multifactor US Equity ETF made up 3.39% of Paracle Advisors's portfolio in Q1 2021, its #11 holding.
Paracle Advisors first reported a position in Hartford Multifactor US Equity ETF in Q3 2017 and has held it in 14 quarters since.
41 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.