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Anderson Financial Strategies’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Anderson Financial Strategies’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 		$5.49M Buy
141,826
+11,838
+9% +$463K 2.85% 14
2026
Q1 		$5.07M Buy
129,988
+5,034
+4% +$198K 2.79% 14
2025
Q4 		$4.89M Buy
124,954
+1,006
+0.8% +$39.4K 2.84% 14
2025
Q3 		$4.83M Buy
+123,948
New +$4.77M 2.86% 14

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Anderson Financial Strategies's HMOP Position: Q2 2026 in Review

Anderson Financial Strategies increased its Hartford Municipal Opportunities ETF (HMOP) stake by 9.1% in Q2 2026, buying an estimated $463K and bringing the position to 141,826 shares worth $5.49M. The position accounts for 2.85% of the portfolio, ranked #14.

Anderson Financial Strategies first reported a position in HMOP in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Anderson Financial Strategies held 141,826 shares of Hartford Municipal Opportunities ETF worth $5.49M as of Q2 2026.
  • Anderson Financial Strategies bought 11,838 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $463K.
  • Hartford Municipal Opportunities ETF made up 2.85% of Anderson Financial Strategies's portfolio in Q2 2026, its #14 holding.
  • Anderson Financial Strategies first reported a position in Hartford Municipal Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.