Bleakley Financial Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Bleakley Financial Group’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	$797K	Buy	20,361 +2,460	+14%	+$96.1K	0.01%	709
2026 Q1	$693K	Buy	17,901 +68	+0.4%	+$2.68K	0.01%	590
2025 Q4	$697K	Buy	17,833 +10	+0.1%	+$392	0.01%	538
2025 Q3	$695K	Sell	17,823 -15,072	-46%	-$579K	0.02%	468
2025 Q2	$1.26M	Sell	32,895 -18,256	-36%	-$695K	0.03%	360
2025 Q1	$1.97M	Sell	51,151 -102	-0.2%	-$3.95K	0.06%	245
2024 Q4	$1.98M	Buy	51,253 +38,017	+287%	+$1.48M	0.06%	262
2024 Q3	$521K	Buy	13,236 +1,465	+12%	+$57.3K	0.02%	591
2024 Q2	$456K	Buy	11,771 +4,811	+69%	+$186K	0.01%	638
2024 Q1	$270K	Buy	6,960 +930	+15%	+$36.1K	0.01%	790
2023 Q4	$235K	Hold	6,030	–	–	0.01%	810
2023 Q3	$222K	Sell	6,030 -981	-14%	-$37K	0.01%	773
2023 Q2	$267K	Buy	7,011 +1,405	+25%	+$53.6K	0.01%	758
2023 Q1	$214K	Buy	+5,606	New	+$214K	0.01%	804

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bleakley Financial Group's HMOP Position: Q2 2026 in Review

Bleakley Financial Group increased its Hartford Municipal Opportunities ETF (HMOP) stake by 14% in Q2 2026, buying an estimated $96.1K and bringing the position to 20,361 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #709.

Bleakley Financial Group first reported a position in HMOP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2024. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Bleakley Financial Group held 20,361 shares of Hartford Municipal Opportunities ETF worth $797K as of Q2 2026.
Bleakley Financial Group bought 2,460 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $96.1K.
Hartford Municipal Opportunities ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #709 holding.
Bleakley Financial Group first reported a position in Hartford Municipal Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
Bleakley Financial Group's Hartford Municipal Opportunities ETF position peaked at $1.98M in Q4 2024.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.