Western Wealth Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Western Wealth Management’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 Q3	$11.2M	Buy	170,743 +18,321	+12%	+$1.23M	0.37%	53
2026 Q2	$10.3M	Buy	152,422 +1,996	+1%	+$129K	0.34%	56
2026 Q1	$8.88M	Buy	150,426 +16,566	+12%	+$995K	0.34%	51
2025 Q4	$7.73M	Buy	133,860 +8,300	+7%	+$478K	0.36%	49
2025 Q3	$7.22M	Sell	125,560 -1,011	-0.8%	-$55.8K	0.38%	46
2025 Q2	$6.8M	Buy	126,571 +8,445	+7%	+$430K	0.4%	45
2025 Q1	$5.99M	Buy	118,126 +8,572	+8%	+$446K	0.4%	48
2024 Q4	$5.58M	Buy	109,554 +13,397	+14%	+$703K	0.3%	66
2024 Q3	$4.99M	Buy	96,157 +7,900	+9%	+$393K	0.28%	71
2024 Q2	$4.24M	Buy	88,257 +8,549	+11%	+$404K	0.31%	64
2024 Q1	$3.84M	Buy	79,708 +18,729	+31%	+$858K	0.3%	70
2023 Q4	$2.68M	Buy	60,979 +11,394	+23%	+$473K	0.19%	108
2023 Q3	$1.99M	Sell	49,585 -1,230	-2%	-$51.1K	0.17%	128
2023 Q2	$2.11M	Buy	50,815 +1,038	+2%	+$41.6K	0.18%	122
2023 Q1	$1.98M	Buy	49,777 +1,882	+4%	+$74.7K	0.18%	127
2022 Q4	$1.87M	Sell	47,895 -45,785	-49%	-$1.77M	0.19%	125
2022 Q3	$3.31M	Buy	93,680 +14,664	+19%	+$569K	0.19%	115
2022 Q2	$2.97M	Buy	79,016 +21,962	+38%	+$872K	0.17%	136
2022 Q1	$2.4M	Buy	57,054 +37,216	+188%	+$1.55M	0.12%	180
2021 Q4	$875K	Buy	+19,838	New	+$838K	0.09%	215
2021 Q2	$438K	Hold	10,911	–	–	0.05%	389
2021 Q1	$411K	Buy	10,911 +3,763	+53%	+$137K	0.06%	328
2020 Q4	$251K	Buy	7,148 +600	+9%	+$20.1K	0.04%	390
2020 Q3	$208K	Buy	+6,548	New	+$206K	0.03%	407

Other funds holding ROUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hartford Funds Management Wayne, Pennsylvania $1.32B AUM 4.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Golden Bell Financial Planning Alpharetta, Georgia $135M AUM 6.22% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Western Wealth Management's ROUS Position: Q3 2026 in Review

Western Wealth Management increased its Hartford Multifactor US Equity ETF (ROUS) stake by 12% in Q3 2026, buying an estimated $1.23M and bringing the position to 170,743 shares worth $11.2M. The position accounts for 0.37% of the portfolio, ranked #53.

Western Wealth Management first reported a position in ROUS in Q3 2020 and has held it in 24 quarters since. 37 funds tracked by Wall St. Rank hold ROUS as of Q3 2026.

Western Wealth Management held 170,743 shares of Hartford Multifactor US Equity ETF worth $11.2M as of Q3 2026.
Western Wealth Management bought 18,321 Hartford Multifactor US Equity ETF shares in Q3 2026, an estimated $1.23M.
Hartford Multifactor US Equity ETF made up 0.37% of Western Wealth Management's portfolio in Q3 2026, its #53 holding.
Western Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q3 2020 and has held it in 24 quarters since.
37 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.