Scarborough Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Scarborough Advisors’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
2024 Q4	–	Sell	-64,963	Closed	-$1.66M	–	119
2024 Q3	$1.66M	Buy	+64,963	New	+$1.58M	0.27%	44
2024 Q1	–	Sell	-60,030	Closed	-$1.34M	–	648
2023 Q4	$1.34M	Buy	60,030 +2,395	+4%	+$51.6K	0.28%	46
2023 Q3	$1.21M	Buy	57,635 +4,395	+8%	+$94.5K	0.29%	44
2023 Q2	$1.12M	Buy	53,240 +9,228	+21%	+$193K	0.27%	41
2023 Q1	$900K	Buy	+44,012	New	+$895K	0.23%	46

Other funds holding ROAM

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Scarborough Advisors's ROAM Position: Q4 2024 in Review

Scarborough Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q4 2024, closing a stake of 64,963 shares — an estimated $1.66M sold.

Scarborough Advisors first reported a position in ROAM in Q1 2023 and held it in 5 quarters. The position peaked at $1.66M in Q3 2024. 22 funds tracked by Wall St. Rank hold ROAM as of Q4 2024.

Scarborough Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Scarborough Advisors sold 64,963 Hartford Multifactor Emerging Markets ETF shares in Q4 2024, an estimated $1.66M.
Scarborough Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2023 and held it in 5 quarters.
Scarborough Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $1.66M in Q3 2024.
22 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q4 2024.

Based on Scarborough Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.