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

West Michigan 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
2024 Q3	–	Sell	-10,000	Closed	-$483K	–	201
2024 Q2	$483K	Hold	10,000	–	–	0.15%	103
2024 Q1	$482K	Buy	+10,000	New	+$458K	0.16%	98

Other funds holding ROUS

HFM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

West Michigan Advisors's ROUS Position: Q3 2024 in Review

West Michigan Advisors sold out of Hartford Multifactor US Equity ETF (ROUS) in Q3 2024, closing a stake of 10,000 shares — an estimated $483K sold.

West Michigan Advisors first reported a position in ROUS in Q1 2024 and held it in 2 quarters. The position peaked at $483K in Q2 2024. 49 funds tracked by Wall St. Rank hold ROUS as of Q3 2024.

West Michigan Advisors reported no remaining Hartford Multifactor US Equity ETF position as of Q3 2024 after selling out during the quarter.
West Michigan Advisors sold 10,000 Hartford Multifactor US Equity ETF shares in Q3 2024, an estimated $483K.
West Michigan Advisors first reported a position in Hartford Multifactor US Equity ETF in Q1 2024 and held it in 2 quarters.
West Michigan Advisors's Hartford Multifactor US Equity ETF position peaked at $483K in Q2 2024.
49 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2024.

Based on West Michigan Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.