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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WealthPlan Investment Management's RODM Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 0.45% in Q1 2026, selling an estimated $1.09K and leaving 6,183 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #422.

WealthPlan Investment Management first reported a position in RODM in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.64M in Q1 2022. 130 funds tracked by Wall St. Rank hold RODM as of Q1 2026.

WealthPlan Investment Management held 6,183 shares of Hartford Multifactor Developed Markets ex-US ETF worth $244K as of Q1 2026.
WealthPlan Investment Management sold 28 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2026, an estimated $1.09K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #422 holding.
WealthPlan Investment Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $2.64M in Q1 2022.
130 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.