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SRH Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

SRH Advisors’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,210
Closed -$86K – 298
2022
Q4 		$86K Hold
2,210
– – 0.05% 90
2022
Q3 		$78K Buy
+2,210
New +$85.8K 0.1% 93

Other funds holding ROUS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SRH Advisors's ROUS Position: Q1 2023 in Review

SRH Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2023, closing a stake of 2,210 shares — an estimated $86K sold.

SRH Advisors first reported a position in ROUS in Q3 2022 and held it in 2 quarters. The position peaked at $86K in Q4 2022. 45 funds tracked by Wall St. Rank hold ROUS as of Q1 2023.

  • SRH Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • SRH Advisors sold 2,210 Hartford Multifactor US Equity ETF shares in Q1 2023, an estimated $86K.
  • SRH Advisors first reported a position in Hartford Multifactor US Equity ETF in Q3 2022 and held it in 2 quarters.
  • SRH Advisors's Hartford Multifactor US Equity ETF position peaked at $86K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2023.

Based on SRH Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.