Carson Wealth (CWM LLC)
HMOP icon

Carson Wealth (CWM LLC)’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.44M Buy
140,442
+125,891
+865% +$4.96M 0.01% 783
2025
Q4 		$569K Buy
+14,551
New +$570K ﹤0.01% 1839
2024
Q1 		– Sell
-1,572
Closed -$61K – 4493
2023
Q4 		$61K Buy
+1,572
New +$58.9K ﹤0.01% 2049

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HMOP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hartford Municipal Opportunities ETF (HMOP) stake by 865% in Q1 2026, buying an estimated $4.96M and bringing the position to 140,442 shares worth $5.44M. The position accounts for 0.01% of the portfolio, ranked #783.

Carson Wealth (CWM LLC) first reported a position in HMOP in Q4 2023 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold HMOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 140,442 shares of Hartford Municipal Opportunities ETF worth $5.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 125,891 Hartford Municipal Opportunities ETF shares in Q1 2026, an estimated $4.96M.
  • Hartford Municipal Opportunities ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #783 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hartford Municipal Opportunities ETF in Q4 2023 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.