Twin Peaks Wealth Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Twin Peaks Wealth Advisors’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
2026 Q2	–	Sell	-1,633	Closed	-$50.6K	–	1767
2026 Q1	$50.6K	Buy	+1,633	New	+$51.3K	0.01%	437
2025 Q3	–	Sell	-1,945	Closed	-$52.7K	–	1677
2025 Q2	$52.7K	Buy	+1,945	New	+$47.6K	0.02%	339

Other funds holding ROAM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Twin Peaks Wealth Advisors's ROAM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2026, closing a stake of 1,633 shares — an estimated $50.6K sold.

Twin Peaks Wealth Advisors first reported a position in ROAM in Q2 2025 and held it in 2 quarters. The position peaked at $52.7K in Q2 2025. 43 funds tracked by Wall St. Rank hold ROAM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,633 Hartford Multifactor Emerging Markets ETF shares in Q2 2026, an estimated $50.6K.
Twin Peaks Wealth Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $52.7K in Q2 2025.
43 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.