Steward Partners Investment Advisory’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$334K	Buy	4,956 +662	+15%	+$42.6K	﹤0.01%	1945
2026 Q1	$254K	Buy	4,294 +1	+0%	+$60	﹤0.01%	1900
2025 Q4	$248K	Buy	4,293 +1	+0%	+$58	﹤0.01%	1814
2025 Q3	$247K	Buy	4,292 +23	+0.5%	+$1.27K	﹤0.01%	1759
2025 Q2	$229K	Sell	4,269 -185	-4%	-$9.43K	﹤0.01%	1693
2025 Q1	$226K	Buy	4,454 +99	+2%	+$5.15K	﹤0.01%	1587
2024 Q4	$222K	Buy	4,355 +355	+9%	+$18.6K	﹤0.01%	1551
2024 Q3	$207K	Hold	4,000	–	–	﹤0.01%	1511
2024 Q2	$192K	Hold	4,000	–	–	﹤0.01%	1464
2024 Q1	$193K	Hold	4,000	–	–	﹤0.01%	1457
2023 Q4	$176K	Hold	4,000	–	–	﹤0.01%	1430
2023 Q3	$161K	Sell	4,000 -1,000	-20%	-$41.6K	﹤0.01%	1385
2023 Q2	$207K	Hold	5,000	–	–	﹤0.01%	1275
2023 Q1	$199K	Sell	5,000 -5	-0.1%	-$198	﹤0.01%	1289
2022 Q4	$195K	Buy	+5,005	New	+$194K	﹤0.01%	1246

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HFM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's ROUS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Hartford Multifactor US Equity ETF (ROUS) stake by 15% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,956 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Steward Partners Investment Advisory first reported a position in ROUS in Q4 2022 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Steward Partners Investment Advisory held 4,956 shares of Hartford Multifactor US Equity ETF worth $334K as of Q2 2026.
Steward Partners Investment Advisory bought 662 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $42.6K.
Hartford Multifactor US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1945 holding.
Steward Partners Investment Advisory first reported a position in Hartford Multifactor US Equity ETF in Q4 2022 and has held it in 15 quarters since.
71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.