PFS
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Prospera Financial Services’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Prospera Financial Services’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$645K Sell
18,022
-45
-0.2% -$1.57K 0.01% 941
2026
Q1 		$560K Buy
18,067
+3,620
+25% +$114K 0.01% 944
2025
Q4 		$421K Buy
14,447
+112
+0.8% +$3.23K 0.01% 997
2025
Q3 		$399K Sell
14,335
-350
-2% -$9.45K 0.01% 1034
2025
Q2 		$387K Sell
14,685
-590
-4% -$14.4K 0.01% 1006
2025
Q1 		$360K Buy
15,275
+1,240
+9% +$29K 0.01% 915
2024
Q4 		$320K Buy
14,035
+2,055
+17% +$50K 0.01% 907
2024
Q3 		$306K Buy
11,980
+2,155
+22% +$52.5K 0.01% 912
2024
Q2 		$237K Buy
+9,825
New +$233K 0.01% 1009

Other funds holding ROAM

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

Prospera Financial Services's ROAM Position: Q2 2026 in Review

Prospera Financial Services reduced its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 0.25% in Q2 2026, selling an estimated $1.57K and leaving 18,022 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #941.

Prospera Financial Services first reported a position in ROAM in Q2 2024 and has held it in 9 quarters since. 4 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

  • Prospera Financial Services held 18,022 shares of Hartford Multifactor Emerging Markets ETF worth $645K as of Q2 2026.
  • Prospera Financial Services sold 45 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $1.57K.
  • Hartford Multifactor Emerging Markets ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #941 holding.
  • Prospera Financial Services first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 4 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.