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 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 $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's ROAM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Hartford Multifactor Emerging Markets ETF (ROAM) in Q1 2026: 1,633 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ROAM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ROAM in Q2 2025 and has held it in 2 quarters since. The position peaked at $52.7K in Q2 2025. 32 funds tracked by Wall St. Rank hold ROAM as of Q1 2026.

Twin Peaks Wealth Advisors held 1,633 shares of Hartford Multifactor Emerging Markets ETF worth $50.6K as of Q1 2026.
Hartford Multifactor Emerging Markets ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Hartford Multifactor Emerging Markets ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #437 holding.
Twin Peaks Wealth Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $52.7K in Q2 2025.
32 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.