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 Q1	$8.88M	Buy	150,426 +16,566	+12%	+$995K	0.34%	50
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	0.36%	51
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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Western Wealth Management's ROUS Position: Q1 2026 in Review

Western Wealth Management increased its Hartford Multifactor US Equity ETF (ROUS) stake by 12% in Q1 2026, buying an estimated $995K and bringing the position to 150,426 shares worth $8.88M. The position accounts for 0.34% of the portfolio, ranked #50.

Western Wealth Management first reported a position in ROUS in Q3 2020 and has held it in 22 quarters since. 64 funds tracked by Wall St. Rank hold ROUS as of Q1 2026.

Western Wealth Management held 150,426 shares of Hartford Multifactor US Equity ETF worth $8.88M as of Q1 2026.
Western Wealth Management bought 16,566 Hartford Multifactor US Equity ETF shares in Q1 2026, an estimated $995K.
Hartford Multifactor US Equity ETF made up 0.34% of Western Wealth Management's portfolio in Q1 2026, its #50 holding.
Western Wealth Management first reported a position in Hartford Multifactor US Equity ETF in Q3 2020 and has held it in 22 quarters since.
64 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.