Sowell Financial Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-13,605	Closed	-$422K	–	2260
2021 Q1	$422K	Buy	13,605 +831	+7%	+$24.2K	0.01%	718
2020 Q4	$362K	Sell	12,774 -1,623	-11%	-$44.1K	0.02%	625
2020 Q3	$373K	Sell	14,397 -1,505	-9%	-$38.9K	0.02%	541
2020 Q2	$392K	Buy	15,902 +15,869	+48,088%	+$377K	0.02%	519
2020 Q1	$1K	Buy	+33	New	+$882	﹤0.01%	2307

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return