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Van Hulzen Asset Management’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History

Van Hulzen Asset Management’s Portfolio ROSC Stock Details ROSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Buy
+4,201
New +$207K 0.02% 347
2025
Q1 		– Sell
-1,927
Closed -$84K – 924
2024
Q4 		$84K Buy
+1,927
New +$86.5K 0.01% 424

Other funds holding ROSC

BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Van Hulzen Asset Management's ROSC Position: Q1 2026 in Review

Van Hulzen Asset Management opened a new position in Hartford Multifactor Small Cap ETF (ROSC) in Q1 2026: 4,201 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in ROSC as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in ROSC in Q4 2024 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold ROSC as of Q1 2026.

  • Van Hulzen Asset Management held 4,201 shares of Hartford Multifactor Small Cap ETF worth $203K as of Q1 2026.
  • Hartford Multifactor Small Cap ETF was a new Van Hulzen Asset Management position in Q1 2026.
  • Hartford Multifactor Small Cap ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #347 holding.
  • Van Hulzen Asset Management first reported a position in Hartford Multifactor Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Hartford Multifactor Small Cap ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.