Creative Financial Designs
HMOP icon

Creative Financial Designs’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Creative Financial Designs’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
-308
Closed -$13K – 1419
2021
Q2 		$13K Hold
308
– – ﹤0.01% 960
2021
Q1 		$13K Sell
308
-885
-74% -$37K ﹤0.01% 883
2020
Q4 		$50K Buy
+1,193
New +$49.4K 0.01% 511

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Capital Asset Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Creative Financial Designs's HMOP Position: Q3 2021 in Review

Creative Financial Designs sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2021, closing a stake of 308 shares — an estimated $13K sold.

Creative Financial Designs first reported a position in HMOP in Q4 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 40 funds tracked by Wall St. Rank hold HMOP as of Q3 2021.

  • Creative Financial Designs reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 308 Hartford Municipal Opportunities ETF shares in Q3 2021, an estimated $13K.
  • Creative Financial Designs first reported a position in Hartford Municipal Opportunities ETF in Q4 2020 and held it in 3 quarters.
  • Creative Financial Designs's Hartford Municipal Opportunities ETF position peaked at $50K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.