PSI Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

PSI Advisors’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
2023 Q3	–	Sell	-71	Closed	-$1.87K	–	885
2023 Q2	$1.87K	Sell	71 -70	-50%	-$1.87K	﹤0.01%	667
2023 Q1	$3.71K	Buy	+141	New	+$3.66K	﹤0.01%	565
2022 Q4	–	Sell	-845	Closed	-$18K	–	808
2022 Q3	$18K	Sell	845 -232	-22%	-$5.68K	0.01%	341
2022 Q2	$26K	Sell	1,077 -748	-41%	-$20.4K	0.01%	324
2022 Q1	$53K	Sell	1,825 -76	-4%	-$2.22K	0.02%	265
2021 Q4	$58K	Hold	1,901	–	–	0.02%	267
2021 Q3	$58K	Buy	+1,901	New	+$59.2K	0.03%	266
2020 Q1	–	Sell	-1,019	Closed	-$29K	–	484
2019 Q4	$29K	Buy	+1,019	New	+$29.3K	0.02%	328

Other funds holding RODM

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

MCCA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

WWA

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

PSI Advisors's RODM Position: Q3 2023 in Review

PSI Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2023, closing a stake of 71 shares — an estimated $1.87K sold.

PSI Advisors first reported a position in RODM in Q4 2019 and held it in 8 quarters. The position peaked at $58K in Q4 2021. 117 funds tracked by Wall St. Rank hold RODM as of Q3 2023.

PSI Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 71 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2023, an estimated $1.87K.
PSI Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2019 and held it in 8 quarters.
PSI Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $58K in Q4 2021.
117 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.