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

Bernardo Wealth Planning’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 		$5.26M Sell
134,295
-978
-0.7% -$38.2K 0.9% 24
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

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

Bernardo Wealth Planning's HMOP Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 0.72% in Q2 2026, selling an estimated $38.2K and leaving 134,295 shares worth $5.26M. The position accounts for 0.9% of the portfolio, ranked #24.

Bernardo Wealth Planning first reported a position in HMOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.84M in Q1 2024. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Bernardo Wealth Planning held 134,295 shares of Hartford Municipal Opportunities ETF worth $5.26M as of Q2 2026.
  • Bernardo Wealth Planning sold 978 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $38.2K.
  • Hartford Municipal Opportunities ETF made up 0.9% of Bernardo Wealth Planning's portfolio in Q2 2026, its #24 holding.
  • Bernardo Wealth Planning first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Bernardo Wealth Planning's Hartford Municipal Opportunities ETF position peaked at $5.84M in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.