Advyzon Investment Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Advyzon Investment Management’s Portfolio HMOP Stock Details HMOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$771K	Sell	19,694 -1,388	-7%	-$54.2K	0.06%	325
2026 Q1	$817K	Buy	21,082 +230	+1%	+$9.06K	0.07%	267
2025 Q4	$816K	Buy	20,852 +1,556	+8%	+$60.9K	0.09%	212
2025 Q3	$752K	Buy	19,296 +532	+3%	+$20.5K	0.13%	155
2025 Q2	$718K	Sell	18,764 -2,554	-12%	-$97.3K	0.16%	128
2025 Q1	$820K	Sell	21,318 -331	-2%	-$12.8K	0.29%	69
2024 Q4	$837K	Buy	+21,649	New	+$845K	0.32%	57

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advyzon Investment Management's HMOP Position: Q2 2026 in Review

Advyzon Investment Management reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 6.6% in Q2 2026, selling an estimated $54.2K and leaving 19,694 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #325.

Advyzon Investment Management first reported a position in HMOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2024. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Advyzon Investment Management held 19,694 shares of Hartford Municipal Opportunities ETF worth $771K as of Q2 2026.
Advyzon Investment Management sold 1,388 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $54.2K.
Hartford Municipal Opportunities ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #325 holding.
Advyzon Investment Management first reported a position in Hartford Municipal Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Hartford Municipal Opportunities ETF position peaked at $837K in Q4 2024.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.