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Visionary Wealth Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Visionary 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
2025
Q2 		– Sell
-18,418
Closed -$434K – 592
2025
Q1 		$434K Buy
18,418
+223
+1% +$5.22K 0.03% 371
2024
Q4 		$415K Buy
18,195
+923
+5% +$22.5K 0.02% 380
2024
Q3 		$441K Buy
17,272
+1,873
+12% +$45.6K 0.03% 359
2024
Q2 		$372K Buy
+15,399
New +$366K 0.02% 379

Other funds holding ROAM

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Visionary Wealth Advisors's ROAM Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2025, closing a stake of 18,418 shares — an estimated $434K sold.

Visionary Wealth Advisors first reported a position in ROAM in Q2 2024 and held it in 4 quarters. The position peaked at $441K in Q3 2024. 21 funds tracked by Wall St. Rank hold ROAM as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 18,418 Hartford Multifactor Emerging Markets ETF shares in Q2 2025, an estimated $434K.
  • Visionary Wealth Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q2 2024 and held it in 4 quarters.
  • Visionary Wealth Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $441K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.