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Raymond James Financial Services Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$462K Buy
18,075
+4,861
+37% +$118K ﹤0.01% 2678
2024
Q2 		$319K Sell
13,214
-605
-4% -$14.4K ﹤0.01% 2833
2024
Q1 		$322K Buy
13,819
+1,716
+14% +$38.7K ﹤0.01% 2795
2023
Q4 		$271K Sell
12,103
-1,461
-11% -$31.5K ﹤0.01% 2806
2023
Q3 		$286K Buy
13,564
+836
+7% +$18K ﹤0.01% 2690
2023
Q2 		$268K Buy
12,728
+156
+1% +$3.26K ﹤0.01% 2737
2023
Q1 		$257K Buy
+12,572
New +$256K ﹤0.01% 2745
2020
Q2 		– Sell
-10,682
Closed -$177K – 2891
2020
Q1 		$177K Buy
10,682
+459
+4% +$9.46K ﹤0.01% 2109
2019
Q4 		$237K Sell
10,223
-6,292
-38% -$143K ﹤0.01% 2470
2019
Q3 		$364K Sell
16,515
-13,290
-45% -$299K ﹤0.01% 2114
2019
Q2 		$701K Sell
29,805
-1,596
-5% -$36.9K ﹤0.01% 1701
2019
Q1 		$735K Sell
31,401
-2,867
-8% -$67.4K ﹤0.01% 1641
2018
Q4 		$756K Buy
34,268
+16,708
+95% +$373K ﹤0.01% 1413
2018
Q3 		$405K Buy
17,560
+3,144
+22% +$72.2K ﹤0.01% 2079
2018
Q2 		$326K Buy
+14,416
New +$355K ﹤0.01% 2180

Other funds holding ROAM

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Raymond James Financial Services Advisors's ROAM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 37% in Q3 2024, buying an estimated $118K and bringing the position to 18,075 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Raymond James Financial Services Advisors first reported a position in ROAM in Q2 2018 and has held it in 15 quarters since. The position peaked at $756K in Q4 2018. 22 funds tracked by Wall St. Rank hold ROAM as of Q3 2024.

  • Raymond James Financial Services Advisors held 18,075 shares of Hartford Multifactor Emerging Markets ETF worth $462K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 4,861 Hartford Multifactor Emerging Markets ETF shares in Q3 2024, an estimated $118K.
  • Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2678 holding.
  • Raymond James Financial Services Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2018 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $756K in Q4 2018.
  • 22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.