CWM
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Cornerstone Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Cornerstone Wealth Management’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
Q2 		$1.67M Sell
42,568
-584
-1% -$22.8K 0.07% 246
2026
Q1 		$1.67M Buy
43,152
+1,929
+5% +$76K 0.08% 220
2025
Q4 		$1.61M Buy
41,223
+3,240
+9% +$127K 0.08% 207
2025
Q3 		$1.48M Buy
37,983
+1,434
+4% +$55.1K 0.08% 207
2025
Q2 		$1.4M Buy
36,549
+5,583
+18% +$213K 0.08% 198
2025
Q1 		$1.19M Buy
30,966
+6,856
+28% +$265K 0.08% 209
2024
Q4 		$932K Buy
24,110
+6,404
+36% +$250K 0.06% 244
2024
Q3 		$698K Buy
17,706
+2,522
+17% +$98.6K 0.05% 279
2024
Q2 		$588K Buy
+15,184
New +$586K 0.05% 302

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cornerstone Wealth Management's HMOP Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 1.4% in Q2 2026, selling an estimated $22.8K and leaving 42,568 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #246.

Cornerstone Wealth Management first reported a position in HMOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q1 2026. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Cornerstone Wealth Management held 42,568 shares of Hartford Municipal Opportunities ETF worth $1.67M as of Q2 2026.
  • Cornerstone Wealth Management sold 584 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $22.8K.
  • Hartford Municipal Opportunities ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Cornerstone Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Wealth Management's Hartford Municipal Opportunities ETF position peaked at $1.67M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.