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WealthPlan Investment Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

WealthPlan Investment Management’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
-6,183
Closed -$244K – 495
2026
Q1 		$244K Sell
6,183
-28
-0.5% -$1.09K 0.01% 422
2025
Q4 		$230K Sell
6,211
-492
-7% -$17.8K 0.01% 352
2025
Q3 		$238K Sell
6,703
-106
-2% -$3.69K 0.02% 299
2025
Q2 		$232K Sell
6,809
-262
-4% -$8.53K 0.02% 319
2025
Q1 		$219K Sell
7,071
-897
-11% -$26.9K 0.02% 253
2024
Q4 		$226K Buy
+7,968
New +$236K 0.02% 244
2024
Q1 		– Sell
-7,343
Closed -$201K – 199
2023
Q4 		$201K Buy
+7,343
New +$191K 0.03% 184
2023
Q3 		– Sell
-1,752
Closed -$46.1K – 309
2023
Q2 		$46.1K Sell
1,752
-5,170
-75% -$138K 0.01% 200
2023
Q1 		$182K Sell
6,922
-64,431
-90% -$1.67M 0.03% 163
2022
Q4 		$1.88M Buy
71,353
+1,337
+2% +$31.9K 0.13% 127
2022
Q3 		$1.76M Buy
+70,016
New +$1.71M 0.13% 121
2022
Q1 		$2.64M Buy
+95,916
New +$2.8M 0.18% 106

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

WealthPlan Investment Management's RODM Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2026, closing a stake of 6,183 shares — an estimated $244K sold.

WealthPlan Investment Management first reported a position in RODM in Q1 2022 and held it in 12 quarters. The position peaked at $2.64M in Q1 2022. 131 funds tracked by Wall St. Rank hold RODM as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,183 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2026, an estimated $244K.
  • WealthPlan Investment Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2022 and held it in 12 quarters.
  • WealthPlan Investment Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2.64M in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.