Amplius Wealth Advisors
HMOP icon

Amplius Wealth Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Amplius Wealth Advisors’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
Q3 		$360K Sell
9,773
-1,525
-13% -$58.6K 0.02% 152
2026
Q2 		$442K Sell
11,298
-5,874
-34% -$230K 0.03% 136
2026
Q1 		$665K Sell
17,172
-1,049
-6% -$41.3K 0.06% 91
2025
Q4 		$713K Sell
18,221
-300
-2% -$11.7K 0.06% 86
2025
Q3 		$722K Sell
18,521
-6,534
-26% -$251K 0.06% 92
2025
Q2 		$959K Sell
25,055
-10,371
-29% -$395K 0.09% 83
2025
Q1 		$1.36M Sell
35,426
-880
-2% -$34.1K 0.14% 63
2024
Q4 		$1.4M Buy
36,306
+342
+1% +$13.3K 0.14% 62
2024
Q3 		$1.42M Sell
35,964
-4,363
-11% -$171K 0.15% 61
2024
Q2 		$1.56M Sell
40,327
-3,112
-7% -$120K 0.17% 60
2024
Q1 		$1.69M Sell
43,439
-119,096
-73% -$4.62M 0.19% 56
2023
Q4 		$6.33M Buy
162,535
+18,172
+13% +$681K 0.76% 31
2023
Q3 		$5.31M Buy
144,363
+22,932
+19% +$866K 0.71% 29
2023
Q2 		$4.62M Buy
121,431
+19,980
+20% +$762K 0.62% 31
2023
Q1 		$3.88M Buy
101,451
+585
+0.6% +$22.3K 0.56% 31
2022
Q4 		$3.79M Buy
+100,866
New +$3.74M 0.6% 32

Other funds holding HMOP

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Amplius Wealth Advisors's HMOP Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 13% in Q3 2026, selling an estimated $58.6K and leaving 9,773 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #152.

Amplius Wealth Advisors first reported a position in HMOP in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.33M in Q4 2023. 35 funds tracked by Wall St. Rank hold HMOP as of Q3 2026.

  • Amplius Wealth Advisors held 9,773 shares of Hartford Municipal Opportunities ETF worth $360K as of Q3 2026.
  • Amplius Wealth Advisors sold 1,525 Hartford Municipal Opportunities ETF shares in Q3 2026, an estimated $58.6K.
  • Hartford Municipal Opportunities ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #152 holding.
  • Amplius Wealth Advisors first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and has held it in 16 quarters since.
  • Amplius Wealth Advisors's Hartford Municipal Opportunities ETF position peaked at $6.33M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.