Raymond James Financial Services Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Raymond James Financial Services Advisors’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	$8.83M	Buy	170,272 +6,191	+4%	+$308K	0.01%	923
2024 Q2	$7.89M	Buy	164,081 +63,152	+63%	+$2.99M	0.01%	939
2024 Q1	$4.86M	Buy	100,929 +31,772	+46%	+$1.45M	0.01%	1155
2023 Q4	$3.04M	Sell	69,157 -1,109	-2%	-$46K	﹤0.01%	1347
2023 Q3	$2.82M	Sell	70,266 -20,658	-23%	-$859K	0.01%	1308
2023 Q2	$3.77M	Sell	90,924 -33,601	-27%	-$1.35M	0.01%	1184
2023 Q1	$4.97M	Sell	124,525 -37,975	-23%	-$1.51M	0.01%	1004
2022 Q4	$6.34M	Buy	162,500 +65,682	+68%	+$2.54M	0.01%	859
2022 Q3	$3.42M	Buy	96,818 +22,233	+30%	+$863K	0.01%	1120
2022 Q2	$2.8M	Buy	74,585 +6,032	+9%	+$240K	0.01%	1258
2022 Q1	$2.89M	Buy	68,553 +10,011	+17%	+$417K	0.01%	1293
2021 Q4	$2.58M	Buy	58,542 +235	+0.4%	+$9.93K	﹤0.01%	1373
2021 Q3	$2.32M	Sell	58,307 -358	-0.6%	-$14.7K	﹤0.01%	1402
2021 Q2	$2.35M	Sell	58,665 -268	-0.5%	-$10.6K	﹤0.01%	1377
2021 Q1	$2.22M	Sell	58,933 -779	-1%	-$28.4K	0.01%	1343
2020 Q4	$2.1M	Sell	59,712 -15,082	-20%	-$506K	0.01%	1268
2020 Q3	$2.38M	Sell	74,794 -795,540	-91%	-$25M	0.01%	1079
2020 Q2	$26.1M	Buy	+870,334	New	+$25.2M	0.08%	246
2020 Q1	–	Sell	-998,414	Closed	-$33.6M	–	2784
2019 Q4	$33.6M	Buy	998,414 +161,866	+19%	+$5.31M	0.11%	197
2019 Q3	$27M	Buy	836,548 +282,745	+51%	+$8.97M	0.1%	223
2019 Q2	$17.5M	Buy	553,803 +216,918	+64%	+$6.78M	0.07%	308
2019 Q1	$10.4M	Buy	336,885 +152,727	+83%	+$4.64M	0.04%	408
2018 Q4	$5.12M	Buy	184,158 +168,402	+1,069%	+$5.12M	0.03%	525
2018 Q3	$521K	Buy	15,756 +8,146	+107%	+$267K	﹤0.01%	1876
2018 Q2	$240K	Buy	+7,610	New	+$241K	﹤0.01%	2377

Other funds holding ROUS

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its Hartford Multifactor US Equity ETF (ROUS) stake by 3.8% in Q3 2024, buying an estimated $308K and bringing the position to 170,272 shares worth $8.83M. The position accounts for 0.01% of the portfolio, ranked #923.

Raymond James Financial Services Advisors first reported a position in ROUS in Q2 2018 and has held it in 25 quarters since. The position peaked at $33.6M in Q4 2019. 49 funds tracked by Wall St. Rank hold ROUS as of Q3 2024.

Raymond James Financial Services Advisors held 170,272 shares of Hartford Multifactor US Equity ETF worth $8.83M as of Q3 2024.
Raymond James Financial Services Advisors bought 6,191 Hartford Multifactor US Equity ETF shares in Q3 2024, an estimated $308K.
Hartford Multifactor US Equity ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #923 holding.
Raymond James Financial Services Advisors first reported a position in Hartford Multifactor US Equity ETF in Q2 2018 and has held it in 25 quarters since.
Raymond James Financial Services Advisors's Hartford Multifactor US Equity ETF position peaked at $33.6M in Q4 2019.
49 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2024.

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