Raymond James Financial
ROAM icon

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

Raymond James Financial’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
Q1 		$823K Sell
26,541
-11,704
-31% -$368K ﹤0.01% 3993
2025
Q4 		$1.11M Buy
38,245
+13,185
+53% +$381K ﹤0.01% 3705
2025
Q3 		$698K Buy
25,060
+7,579
+43% +$205K ﹤0.01% 3918
2025
Q2 		$460K Sell
17,481
-8,105
-32% -$198K ﹤0.01% 4062
2025
Q1 		$602K Buy
25,586
+4,382
+21% +$103K ﹤0.01% 3816
2024
Q4 		$484K Buy
+21,204
New +$516K ﹤0.01% 3926

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Raymond James Financial's ROAM Position: Q1 2026 in Review

Raymond James Financial reduced its Hartford Multifactor Emerging Markets ETF (ROAM) stake by 31% in Q1 2026, selling an estimated $368K and leaving 26,541 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Raymond James Financial first reported a position in ROAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2025. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

  • Raymond James Financial held 26,541 shares of Hartford Multifactor Emerging Markets ETF worth $823K as of Q1 2026.
  • Raymond James Financial sold 11,704 Hartford Multifactor Emerging Markets ETF shares in Q1 2026, an estimated $368K.
  • Hartford Multifactor Emerging Markets ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3993 holding.
  • Raymond James Financial first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Hartford Multifactor Emerging Markets ETF position peaked at $1.11M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.