Form 13-F position report

HARTFORD MULTIFACTOR EMERGING

Reported by Financial Advocates Investment Management

ROAM CUSIP 518416201 Manager CIK 0001730293

Reported 31,655 shares, down 1,785 (5.3%) from the prior quarter.

Reported value -1.9%; share count -5.3% vs. the prior quarter.

Reduced
% of reported 13F value 0.05% This manager · Q2 2024
Shares 31,655 Quarter-end amount reported
Reported value $764,797 Fair value at quarter end
Consecutive quarters held 3 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 207854
2024-03-31 779375
2024-06-30 764797
2024-09-30 814742
2024-12-31 619996
2025-03-31 620698
2025-06-30 665387
2025-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarterly reported position history for HARTFORD MULTIFACTOR EMERGING held by Financial Advocates Investment Management.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Reduced 0 -25,281 (-100.0%) 0 $0 2025-11-06
Q2 2025 Reduced 25,281 -1,087 (-4.1%) 0.05% $665,387 2025-08-12
Q1 2025 Reduced 26,368 -818 (-3.0%) 0.04% $620,698 2025-04-28
Q4 2024 Reduced 27,186 -4,712 (-14.8%) 0.04% $619,996 2025-01-27
Q3 2024 Added 31,898 +243 (0.8%) 0.05% $814,742 2024-10-25
Q2 2024 Reduced 31,655 -1,785 (-5.3%) 0.05% $764,797 2024-07-29
Q1 2024 Added 33,440 +24,143 (259.7%) 0.05% $779,375 2024-05-01
Q4 2023 New 9,297 +9,297 (0.0%) 0.01% $207,854 2024-02-08
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

30 managers reported HARTFORD MULTIFACTOR EMERGING for Q2 2024.

Managers reporting HARTFORD MULTIFACTOR EMERGING in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
LPL Financial LLC Added 186,729 +151,574 < 0.01% $4,511,389 4 qtrs
WELLS FARGO & COMPANY MN Reduced 94,512 -2,240 < 0.01% $2,283,419 24 qtrs
FLOW TRADERS U S LLC Reduced 80,214 -13,503 0.1% $1,938,000 11 qtrs
OLD MISSION CAPITAL LLC Reduced 53,768 -19,392 0.02% $1,299,040 10 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 53,444 -225 < 0.01% $1,291,212 4 qtrs
MERCER GLOBAL ADVISORS INC ADV Reduced 53,127 -188 < 0.01% $1,283,554 4 qtrs
Pensionmark Financial Group LLC Added 48,760 +17,328 0.07% $1,178,046 2 qtrs
COMMONWEALTH EQUITY SERVICES LLC New 43,393 +43,393 < 0.01% $1,048,000 1 qtr
Sanctuary Advisors LLC New 36,533 +36,533 < 0.01% $846,685 1 qtr
Financial Advocates Investment Management This report Reduced 31,655 -1,785 0.05% $764,797 3 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
July 29, 2024
Filing type
13F-HR
Position type
HARTFRD EMRG ETF

Voting authority reported

Sole
0
Shared
0
None
31,655

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.