Rise Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Rise Advisors’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-90	Closed	-$2.38K	–	778
2023 Q1	$2.38K	Hold	90	–	–	﹤0.01%	552
2022 Q4	$2.24K	Hold	90	–	–	﹤0.01%	552
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	568
2022 Q2	$2K	Buy	90 +3	+3%	+$82	﹤0.01%	579
2022 Q1	$3K	Hold	87	–	–	﹤0.01%	501
2021 Q4	$2.62K	Buy	+87	New	+$2.64K	﹤0.01%	498

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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

HFM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Rise Advisors's RODM Position: Q2 2023 in Review

Rise Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 90 shares — an estimated $2.38K sold.

Rise Advisors first reported a position in RODM in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

Rise Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 90 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $2.38K.
Rise Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 6 quarters.
Rise Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3K in Q1 2022.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.