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Summit Financial’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Summit Financial’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
Q1 		$278K Buy
4,710
+10
+0.2% +$601 ﹤0.01% 1221
2025
Q4 		$271K Sell
4,700
-2,705
-37% -$156K ﹤0.01% 1118
2025
Q3 		$426K Buy
+7,405
New +$409K 0.01% 937

Other funds holding ROUS

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Summit Financial's ROUS Position: Q1 2026 in Review

Summit Financial increased its Hartford Multifactor US Equity ETF (ROUS) stake by 0.21% in Q1 2026, buying an estimated $601 and bringing the position to 4,710 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Summit Financial first reported a position in ROUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $426K in Q3 2025. 65 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Summit Financial held 4,710 shares of Hartford Multifactor US Equity ETF worth $278K as of Q1 2026.
  • Summit Financial bought 10 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $601.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1221 holding.
  • Summit Financial first reported a position in Hartford Multifactor US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Hartford Multifactor US Equity ETF position peaked at $426K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.