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Avantax Planning Partners’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Avantax Planning Partners’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 		$11.1M Buy
282,628
+3,428
+1% +$134K 0.28% 57
2026
Q1 		$10.8M Buy
279,200
+119,393
+75% +$4.7M 0.3% 55
2025
Q4 		$6.25M Sell
159,807
-3,358
-2% -$132K 0.17% 85
2025
Q3 		$6.36M Buy
163,165
+5,486
+3% +$211K 0.18% 81
2025
Q2 		$6.04M Buy
157,679
+133,904
+563% +$5.1M 0.19% 81
2025
Q1 		$914K Buy
23,775
+242
+1% +$9.37K 0.03% 191
2024
Q4 		$910K Buy
23,533
+9
+0% +$351 0.03% 189
2024
Q3 		$927K Sell
23,524
-4,844
-17% -$189K 0.03% 186
2024
Q2 		$1.1M Sell
28,368
-4,910
-15% -$190K 0.04% 198
2024
Q1 		$1.29M Hold
33,278
– – 0.04% 191
2023
Q4 		$1.3M Buy
33,278
+7,178
+28% +$269K 0.05% 153
2023
Q3 		$961K Sell
26,100
-2,138
-8% -$80.7K 0.04% 164
2023
Q2 		$1.07M Sell
28,238
-8,204
-23% -$313K 0.04% 157
2023
Q1 		$1.39M Sell
36,442
-5,180
-12% -$197K 0.06% 135
2022
Q4 		$1.56M Sell
41,622
-183
-0.4% -$6.79K 0.06% 125
2022
Q3 		$1.52M Buy
41,805
+7,188
+21% +$274K 0.07% 114
2022
Q2 		$1.31M Buy
34,617
+20,268
+141% +$773K 0.06% 128
2022
Q1 		$563K Buy
+14,349
New +$582K 0.02% 214

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

Avantax Planning Partners's HMOP Position: Q2 2026 in Review

Avantax Planning Partners increased its Hartford Municipal Opportunities ETF (HMOP) stake by 1.2% in Q2 2026, buying an estimated $134K and bringing the position to 282,628 shares worth $11.1M. The position accounts for 0.28% of the portfolio, ranked #57.

Avantax Planning Partners first reported a position in HMOP in Q1 2022 and has held it in 18 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Avantax Planning Partners held 282,628 shares of Hartford Municipal Opportunities ETF worth $11.1M as of Q2 2026.
  • Avantax Planning Partners bought 3,428 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $134K.
  • Hartford Municipal Opportunities ETF made up 0.28% of Avantax Planning Partners's portfolio in Q2 2026, its #57 holding.
  • Avantax Planning Partners first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.