Ten Capital Wealth Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Ten Capital Wealth 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 Q2	$203K	Sell	4,923 -982	-17%	-$39.3K	0.06%	128
2023 Q1	$235K	Buy	5,905 +11	+0.2%	+$437	0.08%	97
2022 Q4	$230K	Sell	5,894 -240	-4%	-$9.29K	0.09%	78
2022 Q3	$217K	Sell	6,134 -291	-5%	-$11.3K	0.1%	73
2022 Q2	$241K	Hold	6,425	–	–	0.1%	67
2022 Q1	$270K	Sell	6,425 -557	-8%	-$23.2K	0.11%	68
2021 Q4	$307K	Sell	6,982 -182	-3%	-$7.69K	0.13%	54
2021 Q3	$285K	Sell	7,164 -160	-2%	-$6.57K	0.13%	54
2021 Q2	$294K	Sell	7,324 -58	-0.8%	-$2.29K	0.07%	114
2021 Q1	$278K	Sell	7,382 -2,290	-24%	-$83.6K	0.07%	113
2020 Q4	$339K	Sell	9,672 -1,879	-16%	-$63K	0.09%	104
2020 Q3	$367K	Buy	+11,551	New	+$364K	0.12%	82

Other funds holding ROUS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ten Capital Wealth Advisors's ROUS Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 17% in Q2 2023, selling an estimated $39.3K and leaving 4,923 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #128.

Ten Capital Wealth Advisors first reported a position in ROUS in Q3 2020 and has held it in 12 quarters since. The position peaked at $367K in Q3 2020. 42 funds tracked by Wall St. Rank hold ROUS as of Q2 2023.

Ten Capital Wealth Advisors held 4,923 shares of Hartford Multifactor US Equity ETF worth $203K as of Q2 2023.
Ten Capital Wealth Advisors sold 982 Hartford Multifactor US Equity ETF shares in Q2 2023, an estimated $39.3K.
Hartford Multifactor US Equity ETF made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #128 holding.
Ten Capital Wealth Advisors first reported a position in Hartford Multifactor US Equity ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Hartford Multifactor US Equity ETF position peaked at $367K in Q3 2020.
42 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.