DADC
HMOP icon

D.A. Davidson & Co’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

D.A. Davidson & Co’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
2024
Q2 		– Sell
-5,990
Closed -$233K – 1393
2024
Q1 		$233K Sell
5,990
-6,597
-52% -$256K ﹤0.01% 1257
2023
Q4 		$490K Sell
12,587
-2,672
-18% -$100K ﹤0.01% 961
2023
Q3 		$562K Sell
15,259
-16,855
-52% -$636K 0.01% 860
2023
Q2 		$1.22M Buy
32,114
+23,041
+254% +$878K 0.01% 627
2023
Q1 		$347K Sell
9,073
-1,714
-16% -$65.3K ﹤0.01% 1025
2022
Q4 		$405K Sell
10,787
-22,404
-68% -$831K ﹤0.01% 931
2022
Q3 		$1.21M Buy
33,191
+21,460
+183% +$817K 0.02% 539
2022
Q2 		$443K Buy
+11,731
New +$447K 0.01% 862

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.A. Davidson & Co's HMOP Position: Q2 2024 in Review

D.A. Davidson & Co sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2024, closing a stake of 5,990 shares — an estimated $233K sold.

D.A. Davidson & Co first reported a position in HMOP in Q2 2022 and held it in 8 quarters. The position peaked at $1.22M in Q2 2023. 76 funds tracked by Wall St. Rank hold HMOP as of Q2 2024.

  • D.A. Davidson & Co reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,990 Hartford Municipal Opportunities ETF shares in Q2 2024, an estimated $233K.
  • D.A. Davidson & Co first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and held it in 8 quarters.
  • D.A. Davidson & Co's Hartford Municipal Opportunities ETF position peaked at $1.22M in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2024.

Based on D.A. Davidson & Co's 13F filing for Q2 2024, filed 1 Aug 2024.