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

Avantax 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
2025 Q2	$2.57M	Sell	67,049 -2,098	-3%	-$79.9K	0.01%	685
2025 Q1	$2.66M	Buy	69,147 +739	+1%	+$28.6K	0.02%	630
2024 Q4	$2.64M	Sell	68,408 -1,309	-2%	-$51.1K	0.02%	600
2024 Q3	$2.75M	Sell	69,717 -19,139	-22%	-$748K	0.02%	567
2024 Q2	$3.44M	Sell	88,856 -142,101	-62%	-$5.48M	0.02%	484
2024 Q1	$8.97M	Sell	230,957 -240,575	-51%	-$9.34M	0.08%	196
2023 Q4	$18.4M	Sell	471,532 -20,298	-4%	-$761K	0.18%	91
2023 Q3	$18.1M	Buy	491,830 +9,734	+2%	+$367K	0.2%	78
2023 Q2	$18.3M	Sell	482,096 -18,339	-4%	-$699K	0.21%	83
2023 Q1	$19.1M	Buy	500,435 +4,528	+0.9%	+$173K	0.23%	70
2022 Q4	$18.6M	Sell	495,907 -12,854	-3%	-$477K	0.25%	59
2022 Q3	$18.5M	Sell	508,761 -11,172	-2%	-$425K	0.28%	48
2022 Q2	$19.6M	Sell	519,933 -21,960	-4%	-$837K	0.3%	50
2022 Q1	$21.3M	Sell	541,893 -7,932	-1%	-$322K	0.29%	50
2021 Q4	$23M	Buy	549,825 +16,915	+3%	+$707K	0.35%	38
2021 Q3	$22.3M	Buy	532,910 +12,234	+2%	+$516K	0.37%	35
2021 Q2	$21.9M	Buy	520,676 +39,976	+8%	+$1.68M	0.4%	36
2021 Q1	$20M	Buy	480,700 +8,087	+2%	+$338K	0.43%	35
2020 Q4	$19.8M	Sell	472,613 -36,922	-7%	-$1.53M	0.47%	32
2020 Q3	$20.9M	Buy	509,535 +92,408	+22%	+$3.9M	0.34%	52
2020 Q2	$17.4M	Buy	417,127 +14,189	+4%	+$582K	0.5%	32
2020 Q1	$16.5M	Sell	402,938 -2,897	-0.7%	-$121K	0.49%	30
2019 Q4	$17M	Buy	405,835 +34,265	+9%	+$1.44M	0.39%	36
2019 Q3	$15.6M	Buy	371,570 +39,712	+12%	+$1.67M	0.63%	17
2019 Q2	$13.8M	Buy	331,858 +178,026	+116%	+$7.34M	0.61%	18
2019 Q1	$6.28M	Buy	+153,832	New	+$6.2M	0.33%	34

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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 $6.15B AUM 22.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's HMOP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 3% in Q2 2025, selling an estimated $79.9K and leaving 67,049 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #685.

Avantax Advisory Services first reported a position in HMOP in Q1 2019 and has held it in 26 quarters since. The position peaked at $23M in Q4 2021. 87 funds tracked by Wall St. Rank hold HMOP as of Q2 2025.

Avantax Advisory Services held 67,049 shares of Hartford Municipal Opportunities ETF worth $2.57M as of Q2 2025.
Avantax Advisory Services sold 2,098 Hartford Municipal Opportunities ETF shares in Q2 2025, an estimated $79.9K.
Hartford Municipal Opportunities ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #685 holding.
Avantax Advisory Services first reported a position in Hartford Municipal Opportunities ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's Hartford Municipal Opportunities ETF position peaked at $23M in Q4 2021.
87 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.