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Consilio Wealth Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Consilio Wealth 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 		$4.55M Sell
117,563
-2,541
-2% -$100K 1.33% 19
2025
Q4 		$4.7M Buy
120,104
+3,166
+3% +$124K 1.37% 16
2025
Q3 		$4.56M Buy
116,938
+1,589
+1% +$61.1K 1.5% 16
2025
Q2 		$4.41M Sell
115,349
-7,837
-6% -$299K 1.57% 15
2025
Q1 		$4.74M Buy
123,186
+10,821
+10% +$419K 1.98% 9
2024
Q4 		$4.34M Buy
112,365
+6,331
+6% +$247K 1.78% 11
2024
Q3 		$4.18M Buy
106,034
+4,665
+5% +$182K 1.72% 11
2024
Q2 		$3.92M Buy
101,369
+2,510
+3% +$96.9K 1.76% 11
2024
Q1 		$3.84M Buy
98,859
+244
+0.2% +$9.47K 1.8% 10
2023
Q4 		$3.84M Sell
98,615
-27,058
-22% -$1.01M 1.95% 11
2023
Q3 		$4.59M Sell
125,673
-955
-0.8% -$36.1K 2.67% 11
2023
Q2 		$4.82M Buy
126,628
+343
+0.3% +$13.1K 2.65% 11
2023
Q1 		$4.82M Buy
126,285
+7,994
+7% +$305K 2.73% 12
2022
Q4 		$4.44M Buy
118,291
+12,060
+11% +$447K 2.84% 13
2022
Q3 		$3.87M Buy
106,231
+5,326
+5% +$203K 3.03% 11
2022
Q2 		$3.81M Buy
100,905
+74,537
+283% +$2.84M 3.09% 13
2022
Q1 		$1.03M Buy
+26,368
New +$1.07M 0.81% 19

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $377B 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 $267M AUM 28.91% 1-Year Est. Return

Consilio Wealth Advisors's HMOP Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 2.1% in Q1 2026, selling an estimated $100K and leaving 117,563 shares worth $4.55M. The position accounts for 1.33% of the portfolio, ranked #19.

Consilio Wealth Advisors first reported a position in HMOP in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.82M in Q1 2023. 120 funds tracked by Wall St. Rank hold HMOP as of Q1 2026.

  • Consilio Wealth Advisors held 117,563 shares of Hartford Municipal Opportunities ETF worth $4.55M as of Q1 2026.
  • Consilio Wealth Advisors sold 2,541 Hartford Municipal Opportunities ETF shares in Q1 2026, an estimated $100K.
  • Hartford Municipal Opportunities ETF made up 1.33% of Consilio Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Consilio Wealth Advisors first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 17 quarters since.
  • Consilio Wealth Advisors's Hartford Municipal Opportunities ETF position peaked at $4.82M in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.