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Salem Investment Counselors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Salem Investment Counselors’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
2025
Q1 		– Sell
-1,528
Closed -$77.8K – 1255
2024
Q4 		$77.8K Hold
1,528
– – ﹤0.01% 494
2024
Q3 		$79.2K Buy
+1,528
New +$76.1K ﹤0.01% 491

Other funds holding ROUS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $395M AUM
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Salem Investment Counselors's ROUS Position: Q1 2025 in Review

Salem Investment Counselors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2025, closing a stake of 1,528 shares — an estimated $77.8K sold.

Salem Investment Counselors first reported a position in ROUS in Q3 2024 and held it in 2 quarters. The position peaked at $79.2K in Q3 2024. 60 funds tracked by Wall St. Rank hold ROUS as of Q1 2025.

  • Salem Investment Counselors reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 1,528 Hartford Multifactor US Equity ETF shares in Q1 2025, an estimated $77.8K.
  • Salem Investment Counselors first reported a position in Hartford Multifactor US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Salem Investment Counselors's Hartford Multifactor US Equity ETF position peaked at $79.2K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.