Spectrum Planning & Advisory Services’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Spectrum Planning & Advisory 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
2022 Q1	–	Sell	-8,132	Closed	-$245K	–	50
2021 Q4	$245K	Sell	8,132 -7	-0.1%	-$212	0.22%	45
2021 Q3	$245K	Sell	8,139 -1	-0%	-$31	0.24%	40
2021 Q2	$250K	Sell	8,140 -1,755	-18%	-$54.4K	0.24%	40
2021 Q1	$294K	Sell	9,895 -33,668	-77%	-$980K	0.3%	39
2020 Q4	$1.23M	Buy	+43,563	New	+$1.18M	1.33%	20

Other funds holding RODM

CPO

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Planning & Advisory Services's RODM Position: Q1 2022 in Review

Spectrum Planning & Advisory Services sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2022, closing a stake of 8,132 shares — an estimated $245K sold.

Spectrum Planning & Advisory Services first reported a position in RODM in Q4 2020 and held it in 5 quarters. The position peaked at $1.23M in Q4 2020. 141 funds tracked by Wall St. Rank hold RODM as of Q1 2022.

Spectrum Planning & Advisory Services reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2022 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 8,132 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2022, an estimated $245K.
Spectrum Planning & Advisory Services first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 5 quarters.
Spectrum Planning & Advisory Services's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.23M in Q4 2020.
141 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.