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

Symphony 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
2022
Q2 		– Sell
-4,810
Closed -$203K – 202
2022
Q1 		$203K Buy
+4,810
New +$201K 0.05% 186
2021
Q2 		– Sell
-5,243
Closed -$202K – 192
2021
Q1 		$202K Buy
+5,243
New +$191K 0.05% 189

Other funds holding ROUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hartford Funds Management
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Symphony Financial's ROUS Position: Q2 2022 in Review

Symphony Financial sold out of Hartford Multifactor US Equity ETF (ROUS) in Q2 2022, closing a stake of 4,810 shares — an estimated $203K sold.

Symphony Financial first reported a position in ROUS in Q1 2021 and held it in 2 quarters. The position peaked at $203K in Q1 2022. 41 funds tracked by Wall St. Rank hold ROUS as of Q2 2022.

  • Symphony Financial reported no remaining Hartford Multifactor US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 4,810 Hartford Multifactor US Equity ETF shares in Q2 2022, an estimated $203K.
  • Symphony Financial first reported a position in Hartford Multifactor US Equity ETF in Q1 2021 and held it in 2 quarters.
  • Symphony Financial's Hartford Multifactor US Equity ETF position peaked at $203K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.