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Waverly Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Waverly Advisors’s Portfolio RODM Stock Details RODM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,763
Closed -$306K – 1822
2026
Q1 		$306K Buy
+7,763
New +$303K ﹤0.01% 1290

Other funds holding RODM

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Waverly Advisors's RODM Position: Q2 2026 in Review

Waverly Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2026, closing a stake of 7,763 shares — an estimated $306K sold.

Waverly Advisors first reported a position in RODM in Q1 2026 and held it in 1 quarter. The position peaked at $306K in Q1 2026. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

  • Waverly Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 7,763 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $306K.
  • Waverly Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $306K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.