Smith Anglin Financial’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Smith Anglin Financial’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 Q3	–	Sell	-8,684	Closed	-$229K	–	181
2023 Q2	$229K	Sell	8,684 -4,989	-36%	-$133K	0.03%	151
2023 Q1	$360K	Buy	13,673 +1,588	+13%	+$41.3K	0.05%	112
2022 Q4	$300K	Buy	12,085 +2,084	+21%	+$49.7K	0.06%	108
2022 Q3	$217K	Buy	+10,001	New	+$245K	0.05%	124

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Smith Anglin Financial's RODM Position: Q3 2023 in Review

Smith Anglin Financial sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2023, closing a stake of 8,684 shares — an estimated $229K sold.

Smith Anglin Financial first reported a position in RODM in Q3 2022 and held it in 4 quarters. The position peaked at $360K in Q1 2023. 117 funds tracked by Wall St. Rank hold RODM as of Q3 2023.

Smith Anglin Financial reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2023 after selling out during the quarter.
Smith Anglin Financial sold 8,684 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2023, an estimated $229K.
Smith Anglin Financial first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2022 and held it in 4 quarters.
Smith Anglin Financial's Hartford Multifactor Developed Markets ex-US ETF position peaked at $360K in Q1 2023.
117 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2023.

Based on Smith Anglin Financial's 13F filing for Q3 2023, filed 11 Oct 2023.