WWMSC
ROUS icon

Wagner Wealth Management (South Carolina)’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.33M Buy
19,726
+166
+0.8% +$10.7K 0.25% 58
2026
Q1 		$1.15M Buy
19,560
+44
+0.2% +$2.64K 0.23% 56
2025
Q4 		$1.13M Buy
19,516
+67
+0.3% +$3.86K 0.24% 55
2025
Q3 		$1.12M Sell
19,449
-738
-4% -$40.7K 0.26% 49
2025
Q2 		$1.08M Buy
20,187
+50
+0.2% +$2.55K 0.25% 48
2025
Q1 		$1.02M Buy
20,137
+615
+3% +$32K 0.25% 47
2024
Q4 		$993K Sell
19,522
-2,771
-12% -$145K 0.26% 49
2024
Q3 		$1.16M Sell
22,293
-353
-2% -$17.6K 0.31% 39
2024
Q2 		$1.09M Sell
22,646
-5,489
-20% -$260K 0.33% 45
2024
Q1 		$1.36M Sell
28,135
-185,340
-87% -$8.49M 0.41% 41
2023
Q4 		$9.39M Buy
213,475
+2,287
+1% +$94.9K 3.16% 8
2023
Q3 		$8.48M Buy
211,188
+13,080
+7% +$544K 3.11% 8
2023
Q2 		$8.21M Buy
198,108
+70,416
+55% +$2.82M 3.13% 9
2023
Q1 		$5.09M Buy
127,692
+92,800
+266% +$3.68M 2.31% 10
2022
Q4 		$1.36M Buy
34,892
+30,983
+793% +$1.2M 0.84% 34
2022
Q3 		$138K Buy
+3,909
New +$152K 0.1% 123
2018
Q3 		$207K Buy
+6,270
New +$205K 0.14% 123

Other funds holding ROUS

NP
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ROUS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Hartford Multifactor US Equity ETF (ROUS) stake by 0.85% in Q2 2026, buying an estimated $10.7K and bringing the position to 19,726 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #58.

Wagner Wealth Management (South Carolina) first reported a position in ROUS in Q3 2018 and has held it in 17 quarters since. The position peaked at $9.39M in Q4 2023. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 19,726 shares of Hartford Multifactor US Equity ETF worth $1.33M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 166 Hartford Multifactor US Equity ETF shares in Q2 2026, an estimated $10.7K.
  • Hartford Multifactor US Equity ETF made up 0.25% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #58 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Hartford Multifactor US Equity ETF in Q3 2018 and has held it in 17 quarters since.
  • Wagner Wealth Management (South Carolina)'s Hartford Multifactor US Equity ETF position peaked at $9.39M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.