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Synergy Asset Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Synergy Asset Management’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-379
Closed -$9.68K – 680
2024
Q4 		$9.68K Buy
+379
New +$9.22K ﹤0.01% 476

Other funds holding ROAM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Synergy Asset Management's ROAM Position: Q1 2025 in Review

Synergy Asset Management sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2025, closing a stake of 379 shares — an estimated $9.68K sold.

Synergy Asset Management first reported a position in ROAM in Q4 2024 and held it in 1 quarter. The position peaked at $9.68K in Q4 2024. 21 funds tracked by Wall St. Rank hold ROAM as of Q1 2025.

  • Synergy Asset Management reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 379 Hartford Multifactor Emerging Markets ETF shares in Q1 2025, an estimated $9.68K.
  • Synergy Asset Management first reported a position in Hartford Multifactor Emerging Markets ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Hartford Multifactor Emerging Markets ETF position peaked at $9.68K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.