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Capital Analysts LLC’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Capital Analysts LLC’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 		$657K Sell
16,788
-887
-5% -$34.7K 0.02% 446
2026
Q1 		$685K Buy
17,675
+17
+0.1% +$669 0.02% 395
2025
Q4 		$690K Sell
17,658
-4,513
-20% -$177K 0.02% 374
2025
Q3 		$864K Buy
22,171
+3,945
+22% +$152K 0.03% 332
2025
Q2 		$698K Buy
18,226
+16
+0.1% +$610 0.02% 333
2025
Q1 		$700K Buy
18,210
+4,280
+31% +$166K 0.03% 314
2024
Q4 		$539K Buy
13,930
+116
+0.8% +$4.53K 0.02% 318
2024
Q3 		$544K Buy
13,814
+13
+0.1% +$508 0.02% 316
2024
Q2 		$534K Buy
13,801
+14
+0.1% +$540 0.02% 316
2024
Q1 		$535K Sell
13,787
-329
-2% -$12.8K 0.03% 308
2023
Q4 		$550K Buy
14,116
+13
+0.1% +$487 0.03% 301
2023
Q3 		$519K Buy
14,103
+1,561
+12% +$58.9K 0.03% 293
2023
Q2 		$477K Sell
12,542
-1,403
-10% -$53.5K 0.03% 298
2023
Q1 		$533K Buy
13,945
+8
+0.1% +$305 0.03% 288
2022
Q4 		$523K Buy
13,937
+7,685
+123% +$285K 0.03% 290
2022
Q3 		$228K Buy
6,252
+4,921
+370% +$187K 0.02% 340
2022
Q2 		$50K Buy
+1,331
New +$50.8K ﹤0.01% 561

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

Capital Analysts LLC's HMOP Position: Q2 2026 in Review

Capital Analysts LLC reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 5% in Q2 2026, selling an estimated $34.7K and leaving 16,788 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #446.

Capital Analysts LLC first reported a position in HMOP in Q2 2022 and has held it in 17 quarters since. The position peaked at $864K in Q3 2025. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Capital Analysts LLC held 16,788 shares of Hartford Municipal Opportunities ETF worth $657K as of Q2 2026.
  • Capital Analysts LLC sold 887 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $34.7K.
  • Hartford Municipal Opportunities ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #446 holding.
  • Capital Analysts LLC first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
  • Capital Analysts LLC's Hartford Municipal Opportunities ETF position peaked at $864K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.