CAAS
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Capital Asset Advisory Services’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Capital Asset Advisory Services’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
2024
Q4 		– Sell
-8,255
Closed -$323K – 321
2024
Q3 		$323K Sell
8,255
-1,595
-16% -$62.4K 0.02% 244
2024
Q2 		$382K Sell
9,850
-1,948
-17% -$75.2K 0.02% 215
2024
Q1 		$454K Sell
11,798
-2,033
-15% -$78.9K 0.03% 192
2023
Q4 		$539K Sell
13,831
-5,067
-27% -$190K 0.03% 186
2023
Q3 		$697K Sell
18,898
-2,250
-11% -$84.9K 0.05% 155
2023
Q2 		$805K Sell
21,148
-3,120
-13% -$119K 0.06% 147
2023
Q1 		$927K Sell
24,268
-395
-2% -$15.1K 0.07% 126
2022
Q4 		$926K Buy
+24,663
New +$915K 0.07% 133
2022
Q3 		– Sell
-449,094
Closed -$17M – 512
2022
Q2 		$17M Buy
449,094
+11,059
+3% +$422K 1.87% 10
2022
Q1 		$17.2M Buy
438,035
+42,281
+11% +$1.72M 1.83% 10
2021
Q4 		$16.6M Sell
395,754
-5,311
-1% -$222K 1.76% 13
2021
Q3 		$16.8M Buy
401,065
+20,129
+5% +$849K 1.87% 10
2021
Q2 		$16.1M Buy
380,936
+40,498
+12% +$1.7M 1.76% 12
2021
Q1 		$14.2M Buy
340,438
+26,099
+8% +$1.09M 2.11% 8
2020
Q4 		$13.2M Buy
314,339
+28,325
+10% +$1.17M 2.34% 6
2020
Q3 		$11.8M Buy
286,014
+7,660
+3% +$323K 2.47% 7
2020
Q2 		$11.9M Buy
278,354
+34,666
+14% +$1.42M 2.55% 6
2020
Q1 		$9.91M Buy
243,688
+13,498
+6% +$565K 2.63% 5
2019
Q4 		$9.76M Buy
+230,190
New +$9.66M 2.29% 5

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Capital Asset Advisory Services's HMOP Position: Q4 2024 in Review

Capital Asset Advisory Services sold out of Hartford Municipal Opportunities ETF (HMOP) in Q4 2024, closing a stake of 8,255 shares — an estimated $323K sold.

Capital Asset Advisory Services first reported a position in HMOP in Q4 2019 and held it in 19 quarters. The position peaked at $17.2M in Q1 2022. 86 funds tracked by Wall St. Rank hold HMOP as of Q4 2024.

  • Capital Asset Advisory Services reported no remaining Hartford Municipal Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Asset Advisory Services sold 8,255 Hartford Municipal Opportunities ETF shares in Q4 2024, an estimated $323K.
  • Capital Asset Advisory Services first reported a position in Hartford Municipal Opportunities ETF in Q4 2019 and held it in 19 quarters.
  • Capital Asset Advisory Services's Hartford Municipal Opportunities ETF position peaked at $17.2M in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2024.

Based on Capital Asset Advisory Services's 13F filing for Q4 2024, filed 22 Jan 2025.