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Valeo Financial Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Valeo Financial Advisors’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
2021
Q1 		– Sell
-2,396
Closed -$84K – 2157
2020
Q4 		$84K Buy
2,396
+29
+1% +$972 ﹤0.01% 622
2020
Q3 		$75K Buy
+2,367
New +$74.5K 0.01% 544

Other funds holding ROUS

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Ameriprise
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
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valeo Financial Advisors's ROUS Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2021, closing a stake of 2,396 shares — an estimated $84K sold.

Valeo Financial Advisors first reported a position in ROUS in Q3 2020 and held it in 2 quarters. The position peaked at $84K in Q4 2020. 41 funds tracked by Wall St. Rank hold ROUS as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,396 Hartford Multifactor US Equity ETF shares in Q1 2021, an estimated $84K.
  • Valeo Financial Advisors first reported a position in Hartford Multifactor US Equity ETF in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Hartford Multifactor US Equity ETF position peaked at $84K in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.