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	–	2258
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 $1.89T AUM 35.08% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Sowell Financial Services's RODM Position: Q2 2021 in Review

Sowell Financial Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2021, closing a stake of 13,605 shares — an estimated $422K sold.

Sowell Financial Services first reported a position in RODM in Q1 2020 and held it in 5 quarters. The position peaked at $422K in Q1 2021. 129 funds tracked by Wall St. Rank hold RODM as of Q2 2021.

Sowell Financial Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 13,605 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2021, an estimated $422K.
Sowell Financial Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $422K in Q1 2021.
129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.