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TrueWealth LLC’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

TrueWealth LLC’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
2020
Q2 		$74K Hold
2,480
– – 0.03% 229
2020
Q1 		$65K Buy
+2,480
New +$78.3K 0.03% 223

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth LLC's ROUS Position: Q2 2020 in Review

TrueWealth LLC held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q2 2020 at 2,480 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #229.

TrueWealth LLC first reported a position in ROUS in Q1 2020 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold ROUS as of Q2 2020.

  • TrueWealth LLC held 2,480 shares of Hartford Multifactor US Equity ETF worth $74K as of Q2 2020.
  • TrueWealth LLC left its Hartford Multifactor US Equity ETF share count unchanged in Q2 2020.
  • Hartford Multifactor US Equity ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #229 holding.
  • TrueWealth LLC first reported a position in Hartford Multifactor US Equity ETF in Q1 2020 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.