Valeo Financial Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Valeo Financial Advisors’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-98	Closed	-$2K	–	2132
2020 Q1	$2K	Buy	+98	New	+$2.62K	﹤0.01%	1570

Other funds holding RODM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Valeo Financial Advisors's RODM Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2020, closing a stake of 98 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in RODM in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 135 funds tracked by Wall St. Rank hold RODM as of Q2 2020.

Valeo Financial Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 98 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2020 and held it in 1 quarter.
Valeo Financial Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2K in Q1 2020.
135 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.