Bernardo Wealth Planning’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.24M	Buy	135,273 +6,098	+5%	+$240K	1.03%	21
2025 Q4	$5.05M	Buy	129,175 +5,165	+4%	+$202K	0.96%	22
2025 Q3	$4.83M	Buy	124,010 +2,800	+2%	+$108K	0.95%	25
2025 Q2	$4.64M	Sell	121,210 -9,338	-7%	-$356K	1.01%	25
2025 Q1	$5.02M	Sell	130,548 -777	-0.6%	-$30.1K	1.2%	22
2024 Q4	$5.05M	Sell	131,325 -14,786	-10%	-$577K	1.21%	22
2024 Q3	$5.74M	Sell	146,111 -3,667	-2%	-$143K	1.39%	20
2024 Q2	$5.8M	Sell	149,778 -575	-0.4%	-$22.2K	1.56%	17
2024 Q1	$5.84M	Buy	150,353 +993	+0.7%	+$38.6K	1.62%	16
2023 Q4	$5.82M	Buy	149,360 +68,770	+85%	+$2.58M	1.83%	15
2023 Q3	$2.97M	Buy	80,590 +13,452	+20%	+$508K	1.17%	20
2023 Q2	$2.55M	Buy	67,138 +12,641	+23%	+$482K	1.02%	20
2023 Q1	$2.08M	Buy	54,497 +1,440	+3%	+$54.9K	0.89%	22
2022 Q4	$1.99M	Buy	+53,057	New	+$1.97M	0.93%	24