CAPTRUST Financial Advisors
HMOP icon

CAPTRUST Financial Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

CAPTRUST Financial Advisors’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 		$755K Sell
19,290
-704
-4% -$27.5K ﹤0.01% 1890
2026
Q1 		$775K Sell
19,994
-6,425
-24% -$253K ﹤0.01% 1744
2025
Q4 		$1.03M Sell
26,419
-1,597
-6% -$62.5K ﹤0.01% 1485
2025
Q3 		$1.09M Sell
28,016
-2,521
-8% -$96.9K ﹤0.01% 1374
2025
Q2 		$1.17M Sell
30,537
-19,799
-39% -$754K ﹤0.01% 1262
2025
Q1 		$1.94M Buy
50,336
+599
+1% +$23.2K ﹤0.01% 926
2024
Q4 		$1.92M Sell
49,737
-2,167
-4% -$84.6K 0.01% 902
2024
Q3 		$2.05M Sell
51,904
-1,688
-3% -$66K 0.01% 848
2024
Q2 		$2.07M Buy
53,592
+17,282
+48% +$667K 0.01% 804
2024
Q1 		$1.41M Sell
36,310
-10,855
-23% -$421K 0.01% 951
2023
Q4 		$1.84M Sell
47,165
-8,658
-16% -$325K 0.01% 945
2023
Q3 		$2.05M Sell
55,823
-19
-0% -$717 0.01% 842
2023
Q2 		$2.12M Buy
+55,842
New +$2.13M 0.01% 808
2022
Q2 		– Sell
-512
Closed -$20K – 5016
2022
Q1 		$20K Buy
+512
New +$20.8K ﹤0.01% 3385

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

CAPTRUST Financial Advisors's HMOP Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 3.5% in Q2 2026, selling an estimated $27.5K and leaving 19,290 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

CAPTRUST Financial Advisors first reported a position in HMOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.12M in Q2 2023. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • CAPTRUST Financial Advisors held 19,290 shares of Hartford Municipal Opportunities ETF worth $755K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 704 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $27.5K.
  • Hartford Municipal Opportunities ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1890 holding.
  • CAPTRUST Financial Advisors first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Hartford Municipal Opportunities ETF position peaked at $2.12M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.