Central Valley Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Central Valley 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
2025 Q1	–	Sell	-50,427	Closed	-$1.95M	–	137
2024 Q4	$1.95M	Buy	50,427 +811	+2%	+$31.7K	0.89%	28
2024 Q3	$1.95M	Sell	49,616 -149	-0.3%	-$5.83K	1.1%	25
2024 Q2	$1.89M	Buy	49,765 +2,793	+6%	+$108K	0.81%	29
2024 Q1	$1.82M	Buy	46,972 +4,392	+10%	+$171K	0.94%	26
2023 Q4	$1.66M	Buy	+42,580	New	+$1.6M	0.98%	23

Other funds holding HMOP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Central Valley Advisors's HMOP Position: Q1 2025 in Review

Central Valley Advisors sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2025, closing a stake of 50,427 shares — an estimated $1.95M sold.

Central Valley Advisors first reported a position in HMOP in Q4 2023 and held it in 5 quarters. The position peaked at $1.95M in Q3 2024. 82 funds tracked by Wall St. Rank hold HMOP as of Q1 2025.

Central Valley Advisors reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Central Valley Advisors sold 50,427 Hartford Municipal Opportunities ETF shares in Q1 2025, an estimated $1.95M.
Central Valley Advisors first reported a position in Hartford Municipal Opportunities ETF in Q4 2023 and held it in 5 quarters.
Central Valley Advisors's Hartford Municipal Opportunities ETF position peaked at $1.95M in Q3 2024.
82 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2025.

Based on Central Valley Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.