RJA
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Raymond James & Associates’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Raymond James & Associates’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$957K Buy
18,458
+477
+3% +$23.8K ﹤0.01% 2715
2024
Q2 		$865K Sell
17,981
-210
-1% -$9.93K ﹤0.01% 2728
2024
Q1 		$876K Buy
18,191
+231
+1% +$10.6K ﹤0.01% 2678
2023
Q4 		$790K Sell
17,960
-785
-4% -$32.6K ﹤0.01% 2660
2023
Q3 		$753K Sell
18,745
-210
-1% -$8.73K ﹤0.01% 2644
2023
Q2 		$785K Buy
18,955
+29
+0.2% +$1.16K ﹤0.01% 2634
2023
Q1 		$755K Buy
18,926
+29
+0.2% +$1.15K ﹤0.01% 2644
2022
Q4 		$737K Buy
18,897
+38
+0.2% +$1.47K ﹤0.01% 2618
2022
Q3 		$666K Buy
18,859
+520
+3% +$20.2K ﹤0.01% 2658
2022
Q2 		$688K Buy
18,339
+21
+0.1% +$834 ﹤0.01% 2706
2022
Q1 		$771K Sell
18,318
-405
-2% -$16.9K ﹤0.01% 2774
2021
Q4 		$824K Sell
18,723
-547
-3% -$23.1K ﹤0.01% 2755
2021
Q3 		$768K Buy
19,270
+20
+0.1% +$822 ﹤0.01% 2753
2021
Q2 		$773K Sell
19,250
-628
-3% -$24.8K ﹤0.01% 2765
2021
Q1 		$749K Hold
19,878
– – ﹤0.01% 2706
2020
Q4 		$698K Sell
19,878
-874
-4% -$29.3K ﹤0.01% 2582
2020
Q3 		$659K Sell
20,752
-131,237
-86% -$4.13M ﹤0.01% 2445
2020
Q2 		$4.56M Buy
151,989
+64,587
+74% +$1.87M 0.01% 1242
2020
Q1 		$2.28M Buy
87,402
+70,478
+416% +$2.22M ﹤0.01% 1493
2019
Q4 		$570K Buy
16,924
+78
+0.5% +$2.56K ﹤0.01% 2634
2019
Q3 		$543K Buy
16,846
+2,946
+21% +$93.5K ﹤0.01% 2589
2019
Q2 		$440K Sell
13,900
-1,000
-7% -$31.3K ﹤0.01% 2771
2019
Q1 		$461K Hold
14,900
– – ﹤0.01% 2713
2018
Q4 		$414K Sell
14,900
-2,700
-15% -$82.1K ﹤0.01% 2662
2018
Q3 		$582K Buy
+17,600
New +$577K ﹤0.01% 2607

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Raymond James & Associates's ROUS Position: Q3 2024 in Review

Raymond James & Associates increased its Hartford Multifactor US Equity ETF (ROUS) stake by 2.7% in Q3 2024, buying an estimated $23.8K and bringing the position to 18,458 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Raymond James & Associates first reported a position in ROUS in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.56M in Q2 2020. 49 funds tracked by Wall St. Rank hold ROUS as of Q3 2024.

  • Raymond James & Associates held 18,458 shares of Hartford Multifactor US Equity ETF worth $957K as of Q3 2024.
  • Raymond James & Associates bought 477 Hartford Multifactor US Equity ETF shares in Q3 2024, an estimated $23.8K.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2715 holding.
  • Raymond James & Associates first reported a position in Hartford Multifactor US Equity ETF in Q3 2018 and has held it in 25 quarters since.
  • Raymond James & Associates's Hartford Multifactor US Equity ETF position peaked at $4.56M in Q2 2020.
  • 49 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.