Resource Planning Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Resource Planning Group’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
2023 Q4	$896K	Sell	20,370 -1,130	-5%	-$46.9K	0.57%	37
2023 Q3	$863K	Sell	21,500 -526	-2%	-$21.9K	0.73%	26
2023 Q2	$913K	Sell	22,026 -637	-3%	-$25.5K	0.74%	26
2023 Q1	$904K	Hold	22,663	–	–	0.73%	26
2022 Q4	$884K	Sell	22,663 -5,427	-19%	-$210K	0.71%	29
2022 Q3	$992K	Sell	28,090 -675	-2%	-$26.2K	0.86%	26
2022 Q2	$1.08M	Sell	28,765 -494	-2%	-$19.6K	0.9%	25
2022 Q1	$1.23M	Sell	29,259 -2,438	-8%	-$102K	0.89%	25
2021 Q4	$1.4M	Sell	31,697 -2,203	-6%	-$93.1K	0.94%	21
2021 Q3	$1.35M	Sell	33,900 -2,169	-6%	-$89.1K	0.85%	23
2021 Q2	$1.45M	Sell	36,069 -4,326	-11%	-$171K	0.84%	23
2021 Q1	$1.52M	Buy	40,395 +1,711	+4%	+$62.5K	1%	21
2020 Q4	$1.36M	Sell	38,684 -561	-1%	-$18.8K	0.97%	22
2020 Q3	$1.25M	Sell	39,245 -1,476	-4%	-$46.5K	0.95%	21
2020 Q2	$1.22M	Sell	40,721 -5,178	-11%	-$150K	0.91%	20
2020 Q1	$1.2M	Sell	45,899 -22,832	-33%	-$721K	1.04%	16
2019 Q4	$2.32M	Sell	68,731 -5,706	-8%	-$187K	1.33%	19
2019 Q3	$2.4M	Buy	74,437 +187	+0.3%	+$5.93K	1.4%	18
2019 Q2	$2.35M	Buy	+74,250	New	+$2.32M	1.38%	17

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

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Resource Planning Group's ROUS Position: Q4 2023 in Review

Resource Planning Group reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 5.3% in Q4 2023, selling an estimated $46.9K and leaving 20,370 shares worth $896K. The position accounts for 0.57% of the portfolio, ranked #37.

Resource Planning Group first reported a position in ROUS in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.4M in Q3 2019. 44 funds tracked by Wall St. Rank hold ROUS as of Q4 2023.

Resource Planning Group held 20,370 shares of Hartford Multifactor US Equity ETF worth $896K as of Q4 2023.
Resource Planning Group sold 1,130 Hartford Multifactor US Equity ETF shares in Q4 2023, an estimated $46.9K.
Hartford Multifactor US Equity ETF made up 0.57% of Resource Planning Group's portfolio in Q4 2023, its #37 holding.
Resource Planning Group first reported a position in Hartford Multifactor US Equity ETF in Q2 2019 and has held it in 19 quarters since.
Resource Planning Group's Hartford Multifactor US Equity ETF position peaked at $2.4M in Q3 2019.
44 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.