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 Q2	$4.23M	Buy	62,780 +729	+1%	+$46.9K	3.15%	12
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 $6.89B AUM 19.83% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vista Cima Wealth Management's ROUS Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Hartford Multifactor US Equity ETF (ROUS) stake by 1.2% in Q2 2026, buying an estimated $46.9K and bringing the position to 62,780 shares worth $4.23M. The position accounts for 3.15% of the portfolio, ranked #12.

Vista Cima Wealth Management first reported a position in ROUS in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

Vista Cima Wealth Management held 62,780 shares of Hartford Multifactor US Equity ETF worth $4.23M as of Q2 2026.
Vista Cima Wealth Management bought 729 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $46.9K.
Hartford Multifactor US Equity ETF made up 3.15% of Vista Cima Wealth Management's portfolio in Q2 2026, its #12 holding.
Vista Cima Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.