PCA Investment Advisory Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

PCA Investment Advisory Services’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,740	Closed	-$301K	–	144
2024 Q1	$301K	Sell	10,740 -5,649	-34%	-$154K	0.17%	88
2023 Q4	$449K	Sell	16,389 -5,567	-25%	-$145K	0.3%	54
2023 Q3	$563K	Sell	21,956 -271	-1%	-$7.14K	0.4%	45
2023 Q2	$585K	Sell	22,227 -2,070	-9%	-$55.3K	0.35%	44
2023 Q1	$640K	Buy	+24,297	New	+$631K	0.45%	43

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

PCA Investment Advisory Services's RODM Position: Q2 2024 in Review

PCA Investment Advisory Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2024, closing a stake of 10,740 shares — an estimated $301K sold.

PCA Investment Advisory Services first reported a position in RODM in Q1 2023 and held it in 5 quarters. The position peaked at $640K in Q1 2023. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2024.

PCA Investment Advisory Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 10,740 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2024, an estimated $301K.
PCA Investment Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2023 and held it in 5 quarters.
PCA Investment Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $640K in Q1 2023.
108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2024.

Based on PCA Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.