Spectrum Wealth Advisory Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Spectrum Wealth Advisory Group’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
2020 Q3	–	Sell	-14,189	Closed	-$349K	–	44
2020 Q2	$349K	Sell	14,189 -90,743	-86%	-$2.15M	0.49%	24
2020 Q1	$2.31M	Sell	104,932 -4,770	-4%	-$127K	4.99%	6
2019 Q4	$3.22M	Buy	109,702 +3,540	+3%	+$102K	5.77%	5
2019 Q3	$2.96M	Buy	106,162 +899	+0.9%	+$24.9K	5.88%	5
2019 Q2	$2.96M	Sell	105,263 -28,679	-21%	-$808K	6.04%	4
2019 Q1	$3.77M	Buy	+133,942	New	+$3.69M	5.9%	6

Other funds holding RODM

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

CPO

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

HFM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Spectrum Wealth Advisory Group's RODM Position: Q3 2020 in Review

Spectrum Wealth Advisory Group sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2020, closing a stake of 14,189 shares — an estimated $349K sold.

Spectrum Wealth Advisory Group first reported a position in RODM in Q1 2019 and held it in 6 quarters. The position peaked at $3.77M in Q1 2019. 130 funds tracked by Wall St. Rank hold RODM as of Q3 2020.

Spectrum Wealth Advisory Group reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2020 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 14,189 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2020, an estimated $349K.
Spectrum Wealth Advisory Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2019 and held it in 6 quarters.
Spectrum Wealth Advisory Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3.77M in Q1 2019.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2020.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2020, filed 23 Oct 2020.