Patriot Financial Group Insurance Agency’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ROSC Stock Details ROSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-265	Closed	-$9K	–	1627
2022 Q2	$9K	Hold	265	–	–	﹤0.01%	1310
2022 Q1	$10K	Sell	265 -4,006	-94%	-$154K	﹤0.01%	1375
2021 Q4	$173K	Hold	4,271	–	–	0.03%	488
2021 Q3	$163K	Hold	4,271	–	–	0.03%	495
2021 Q2	$168K	Buy	4,271 +2,000	+88%	+$77.4K	0.03%	468
2021 Q1	$86K	Buy	+2,271	New	+$81.6K	0.02%	601

Other funds holding ROSC

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KSWA

Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ROSC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hartford Multifactor Small Cap ETF (ROSC) in Q3 2022, closing a stake of 265 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in ROSC in Q1 2021 and held it in 6 quarters. The position peaked at $173K in Q4 2021. 17 funds tracked by Wall St. Rank hold ROSC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Hartford Multifactor Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 265 Hartford Multifactor Small Cap ETF shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Hartford Multifactor Small Cap ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Hartford Multifactor Small Cap ETF position peaked at $173K in Q4 2021.
17 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.