Bank of Montreal
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Bank of Montreal’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-1,917
Closed -$74.5K – 4015
2024
Q2 		$74.5K Buy
+1,917
New +$74K ﹤0.01% 3332
2023
Q3 		– Sell
-37,074
Closed -$1.43M – 3998
2023
Q2 		$1.43M Buy
+37,074
New +$1.41M ﹤0.01% 1997

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Bank of Montreal's HMOP Position: Q3 2024 in Review

Bank of Montreal sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2024, closing a stake of 1,917 shares — an estimated $74.5K sold.

Bank of Montreal first reported a position in HMOP in Q2 2023 and held it in 2 quarters. The position peaked at $1.43M in Q2 2023. 78 funds tracked by Wall St. Rank hold HMOP as of Q3 2024.

  • Bank of Montreal reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,917 Hartford Municipal Opportunities ETF shares in Q3 2024, an estimated $74.5K.
  • Bank of Montreal first reported a position in Hartford Municipal Opportunities ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's Hartford Municipal Opportunities ETF position peaked at $1.43M in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.