ROSC β€” HARTFORD MULTIFACTOR SMALL CAP ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  18 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported HARTFORD MULTIFACTOR SMALL CAP ETF (ROSC) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ROSC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in HARTFORD MULTIFACTOR SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROSC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held ROSC β€” position size vs. price
% of Fund (quarterly)    ROSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 79 β€” 0% 0.00% $4K 2026-04-13 $50.78
2025 Q4 UNCHANGED 79 β€” 0% 0.00% $4K 2026-02-06 $51.01
2025 Q3 ADDED 79 +1 +1.3% 0.00% $4K 2025-11-14 (Est.) $44.63
2025 Q2 UNCHANGED 78 β€” 0% 0.00% $3K 2025-08-04 $41.12
2025 Q1 REDUCED 78 -116 -59.8% 0.00% $3K 2025-04-23 $37.63
2024 Q4 ADDED 194 +1 +0.5% 0.00% $8K 2025-02-10 $43.00
2024 Q3 ADDED 193 +1 +0.5% 0.00% $8K 2024-10-28 $42.06
2024 Q2 UNCHANGED 192 β€” 0% 0.00% $8K 2024-08-06 $39.56
2024 Q1 UNCHANGED 192 β€” 0% 0.00% $8K 2024-05-01 $37.83
2023 Q4 ADDED 192 +2 +1.1% 0.00% $8K 2024-01-10 $38.48
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ROSC

As of 2026 Q1 β€” sorted by position size

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.21% NORTHWEST WEALTH MANAGEMENT, LLC 3Y 7Y 0.04%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and ROSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning ROSC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported ROSC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ROSC position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for ROSC was 0.00% in 2023 Q4.

What is the latest reported ROSC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 79 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this ROSC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly ROSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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