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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
Q2 		$3.46M Hold
51,331
– – 0.02% 557
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 $6.89B 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

Waverly Advisors's ROUS Position: Q2 2026 in Review

Waverly Advisors held its Hartford Multifactor US Equity ETF (ROUS) position steady in Q2 2026 at 51,331 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #557.

Waverly Advisors first reported a position in ROUS in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold ROUS as of Q2 2026.

  • Waverly Advisors held 51,331 shares of Hartford Multifactor US Equity ETF worth $3.46M as of Q2 2026.
  • Waverly Advisors left its Hartford Multifactor US Equity ETF share count unchanged in Q2 2026.
  • Hartford Multifactor US Equity ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #557 holding.
  • Waverly Advisors first reported a position in Hartford Multifactor US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q2 2026.

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