Avantax Planning Partners
HMOP icon

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
Q3 		$33M Buy
896,816
+614,188
+217% +$23.6M 0.83% 25
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 $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Avantax Planning Partners's HMOP Position: Q3 2026 in Review

Avantax Planning Partners increased its Hartford Municipal Opportunities ETF (HMOP) stake by 217% in Q3 2026, buying an estimated $23.6M and bringing the position to 896,816 shares worth $33M. The position accounts for 0.83% of the portfolio, ranked #25.

Avantax Planning Partners first reported a position in HMOP in Q1 2022 and has held it in 19 quarters since. 123 funds tracked by Wall St. Rank hold HMOP as of Q3 2026.

  • Avantax Planning Partners held 896,816 shares of Hartford Municipal Opportunities ETF worth $33M as of Q3 2026.
  • Avantax Planning Partners bought 614,188 Hartford Municipal Opportunities ETF shares in Q3 2026, an estimated $23.6M.
  • Hartford Municipal Opportunities ETF made up 0.83% of Avantax Planning Partners's portfolio in Q3 2026, its #25 holding.
  • Avantax Planning Partners first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 19 quarters since.
  • 123 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.