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Sigma Planning Corp’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-6,004
Closed -$239K – 1332
2023
Q1 		$239K Sell
6,004
-2,005
-25% -$79.6K 0.01% 1100
2022
Q4 		$313K Buy
8,009
+1,905
+31% +$73.7K 0.01% 947
2022
Q3 		$216K Buy
+6,104
New +$237K 0.01% 1090

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's ROUS Position: Q2 2023 in Review

Sigma Planning Corp sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2023, closing a stake of 6,004 shares — an estimated $239K sold.

Sigma Planning Corp first reported a position in ROUS in Q3 2022 and held it in 3 quarters. The position peaked at $313K in Q4 2022. 42 funds tracked by Wall St. Rank hold ROUS as of Q2 2023.

  • Sigma Planning Corp reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 6,004 Hartford Multifactor US Equity ETF shares in Q2 2023, an estimated $239K.
  • Sigma Planning Corp first reported a position in Hartford Multifactor US Equity ETF in Q3 2022 and held it in 3 quarters.
  • Sigma Planning Corp's Hartford Multifactor US Equity ETF position peaked at $313K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.