Collective Family Office’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Collective Family Office’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
2021 Q3	–	Sell	-6,000	Closed	-$253K	–	171
2021 Q2	$253K	Sell	6,000 -19,501	-76%	-$819K	0.11%	154
2021 Q1	$1.06M	Buy	25,501 +956	+4%	+$40K	0.52%	53
2020 Q4	$1.03M	Buy	+24,545	New	+$1.02M	0.57%	53

Other funds holding HMOP

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Collective Family Office's HMOP Position: Q3 2021 in Review

Collective Family Office sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2021, closing a stake of 6,000 shares — an estimated $253K sold.

Collective Family Office first reported a position in HMOP in Q4 2020 and held it in 3 quarters. The position peaked at $1.06M in Q1 2021. 40 funds tracked by Wall St. Rank hold HMOP as of Q3 2021.

Collective Family Office reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2021 after selling out during the quarter.
Collective Family Office sold 6,000 Hartford Municipal Opportunities ETF shares in Q3 2021, an estimated $253K.
Collective Family Office first reported a position in Hartford Municipal Opportunities ETF in Q4 2020 and held it in 3 quarters.
Collective Family Office's Hartford Municipal Opportunities ETF position peaked at $1.06M in Q1 2021.
40 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2021.

Based on Collective Family Office's 13F filing for Q3 2021, filed 8 Oct 2021.