UMB Bank
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UMB Bank’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

UMB Bank’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
2026
Q3 		$232K Buy
3,500
+850
+32% +$57.2K ﹤0.01% 680
2026
Q2 		$179K Hold
2,650
– – ﹤0.01% 774
2026
Q1 		$156K Hold
2,650
– – ﹤0.01% 778
2025
Q4 		$153K Buy
+2,650
New +$153K ﹤0.01% 769

Other funds holding ROUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Golden Bell Financial Planning
Golden Bell Financial Planning Alpharetta, Georgia $135M AUM 6.22% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
WJ Wealth Management
WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

UMB Bank's ROUS Position: Q3 2026 in Review

UMB Bank increased its Hartford Multifactor US Equity ETF (ROUS) stake by 32% in Q3 2026, buying an estimated $57.2K and bringing the position to 3,500 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

UMB Bank first reported a position in ROUS in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

  • UMB Bank held 3,500 shares of Hartford Multifactor US Equity ETF worth $232K as of Q3 2026.
  • UMB Bank bought 850 Hartford Multifactor US Equity ETF shares in Q3 2026, an estimated $57.2K.
  • Hartford Multifactor US Equity ETF made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #680 holding.
  • UMB Bank first reported a position in Hartford Multifactor US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.