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Waverly Advisors’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Waverly Advisors’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 		$3.03M Sell
51,331
-2,623
-5% -$158K 0.02% 545
2025
Q4 		$3.11M Buy
+53,954
New +$3.11M 0.03% 481

Other funds holding ROUS

NP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Waverly Advisors's ROUS Position: Q1 2026 in Review

Waverly Advisors reduced its Hartford Multifactor US Equity ETF (ROUS) stake by 4.9% in Q1 2026, selling an estimated $158K and leaving 51,331 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #545.

Waverly Advisors first reported a position in ROUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.11M in Q4 2025. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

  • Waverly Advisors held 51,331 shares of Hartford Multifactor US Equity ETF worth $3.03M as of Q1 2026.
  • Waverly Advisors sold 2,623 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $158K.
  • Hartford Multifactor US Equity ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #545 holding.
  • Waverly Advisors first reported a position in Hartford Multifactor US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Hartford Multifactor US Equity ETF position peaked at $3.11M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.