Creative Planning
HMOP icon

Creative Planning’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Creative Planning’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
-13,802
Closed -$534K – 3581
2024
Q4 		$534K Buy
+13,802
New +$539K ﹤0.01% 2156

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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

Creative Planning's HMOP Position: Q1 2025 in Review

Creative Planning sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2025, closing a stake of 13,802 shares — an estimated $534K sold.

Creative Planning first reported a position in HMOP in Q4 2024 and held it in 1 quarter. The position peaked at $534K in Q4 2024. 82 funds tracked by Wall St. Rank hold HMOP as of Q1 2025.

  • Creative Planning reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 13,802 Hartford Municipal Opportunities ETF shares in Q1 2025, an estimated $534K.
  • Creative Planning first reported a position in Hartford Municipal Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Hartford Municipal Opportunities ETF position peaked at $534K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.