AWM
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Altium Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Altium Wealth 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
2022
Q2 		$15M Buy
396,157
+68,993
+21% +$2.63M 1.08% 22
2022
Q1 		$12.8M Buy
327,164
+299,925
+1,101% +$12.2M 0.83% 23
2021
Q4 		$1.14M Buy
+27,239
New +$1.14M 0.07% 138

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Altium Wealth Management's HMOP Position: Q2 2022 in Review

Altium Wealth Management increased its Hartford Municipal Opportunities ETF (HMOP) stake by 21% in Q2 2022, buying an estimated $2.63M and bringing the position to 396,157 shares worth $15M. The position accounts for 1.08% of the portfolio, ranked #22.

Altium Wealth Management first reported a position in HMOP in Q4 2021 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold HMOP as of Q2 2022.

  • Altium Wealth Management held 396,157 shares of Hartford Municipal Opportunities ETF worth $15M as of Q2 2022.
  • Altium Wealth Management bought 68,993 Hartford Municipal Opportunities ETF shares in Q2 2022, an estimated $2.63M.
  • Hartford Municipal Opportunities ETF made up 1.08% of Altium Wealth Management's portfolio in Q2 2022, its #22 holding.
  • Altium Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q4 2021 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.