Vista Cima Wealth Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Vista Cima Wealth Management’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 Q1	$3.66M	Sell	62,051 -5,586	-8%	-$335K	3.62%	11
2025 Q4	$3.9M	Sell	67,637 -319	-0.5%	-$18.4K	3.25%	12
2025 Q3	$3.91M	Buy	67,956 +4,640	+7%	+$256K	3.26%	9
2025 Q2	$3.4M	Buy	63,316 +807	+1%	+$41.1K	3.18%	12
2025 Q1	$3.17M	Buy	62,509 +4,865	+8%	+$253K	3.41%	12
2024 Q4	$2.93M	Buy	+57,644	New	+$3.03M	3.05%	13

Other funds holding ROUS

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HFM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vista Cima Wealth Management's ROUS Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 8.3% in Q1 2026, selling an estimated $335K and leaving 62,051 shares worth $3.66M. The position accounts for 3.62% of the portfolio, ranked #11.

Vista Cima Wealth Management first reported a position in ROUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.91M in Q3 2025. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Vista Cima Wealth Management held 62,051 shares of Hartford Multifactor US Equity ETF worth $3.66M as of Q1 2026.
Vista Cima Wealth Management sold 5,586 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $335K.
Hartford Multifactor US Equity ETF made up 3.62% of Vista Cima Wealth Management's portfolio in Q1 2026, its #11 holding.
Vista Cima Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Hartford Multifactor US Equity ETF position peaked at $3.91M in Q3 2025.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.