AWA
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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
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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Amplius Wealth Advisors's HMOP Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 34% in Q2 2026, selling an estimated $230K and leaving 11,298 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #136.

Amplius Wealth Advisors first reported a position in HMOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.33M in Q4 2023. 19 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Amplius Wealth Advisors held 11,298 shares of Hartford Municipal Opportunities ETF worth $442K as of Q2 2026.
  • Amplius Wealth Advisors sold 5,874 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $230K.
  • Hartford Municipal Opportunities ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Amplius Wealth Advisors first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's Hartford Municipal Opportunities ETF position peaked at $6.33M in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.