AAS
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Ameritas Advisory Services’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-6,606
Closed -$250K – 784
2022
Q2 		$250K Sell
6,606
-3,528
-35% -$135K 0.01% 683
2022
Q1 		$398K Sell
10,134
-13,087
-56% -$531K 0.01% 565
2021
Q4 		$972K Buy
+23,221
New +$970K 0.04% 338

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameritas Advisory Services's HMOP Position: Q3 2022 in Review

Ameritas Advisory Services sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2022, closing a stake of 6,606 shares — an estimated $250K sold.

Ameritas Advisory Services first reported a position in HMOP in Q4 2021 and held it in 3 quarters. The position peaked at $972K in Q4 2021. 53 funds tracked by Wall St. Rank hold HMOP as of Q3 2022.

  • Ameritas Advisory Services reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,606 Hartford Municipal Opportunities ETF shares in Q3 2022, an estimated $250K.
  • Ameritas Advisory Services first reported a position in Hartford Municipal Opportunities ETF in Q4 2021 and held it in 3 quarters.
  • Ameritas Advisory Services's Hartford Municipal Opportunities ETF position peaked at $972K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2022.

Based on Ameritas Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.