BFG
HMOP icon

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
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

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Raymond James Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return