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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.04M Buy
157,679
+133,904
+563% +$5.13M 0.19% 81
2025
Q1
$914K Buy
23,775
+242
+1% +$9.31K 0.03% 191
2024
Q4
$910K Buy
23,533
+9
+0% +$348 0.03% 189
2024
Q3
$927K Sell
23,524
-4,844
-17% -$191K 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% +$280K 0.05% 153
2023
Q3
$961K Sell
26,100
-2,138
-8% -$78.7K 0.04% 164
2023
Q2
$1.07M Sell
28,238
-8,204
-23% -$312K 0.04% 157
2023
Q1
$1.39M Sell
36,442
-5,180
-12% -$198K 0.06% 135
2022
Q4
$1.56M Sell
41,622
-183
-0.4% -$6.87K 0.06% 125
2022
Q3
$1.52M Buy
41,805
+7,188
+21% +$262K 0.07% 114
2022
Q2
$1.31M Buy
34,617
+20,268
+141% +$766K 0.06% 128
2022
Q1
$563K Buy
+14,349
New +$563K 0.02% 214