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
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

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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
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