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Pinnacle Private Wealth’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$482K Buy
19,372
+1,520
+9% +$41.5K 0.19% 128
2022
Q1 		$520K Sell
17,852
-600
-3% -$17.5K 0.16% 145
2021
Q4 		$556K Buy
+18,452
New +$560K 0.17% 137

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Pinnacle Private Wealth's RODM Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 8.5% in Q2 2022, buying an estimated $41.5K and bringing the position to 19,372 shares worth $482K. The position accounts for 0.19% of the portfolio, ranked #128.

Pinnacle Private Wealth first reported a position in RODM in Q4 2021 and has held it in 3 quarters since. The position peaked at $556K in Q4 2021. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

  • Pinnacle Private Wealth held 19,372 shares of Hartford Multifactor Developed Markets ex-US ETF worth $482K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,520 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $41.5K.
  • Hartford Multifactor Developed Markets ex-US ETF made up 0.19% of Pinnacle Private Wealth's portfolio in Q2 2022, its #128 holding.
  • Pinnacle Private Wealth first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Hartford Multifactor Developed Markets ex-US ETF position peaked at $556K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.