Donaldson Capital Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Donaldson Capital 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	$749K	Hold	19,138	–	–	0.02%	188
2026 Q1	$741K	Hold	19,138	–	–	0.02%	156
2025 Q4	$748K	Hold	19,138	–	–	0.02%	158
2025 Q3	$746K	Hold	19,138	–	–	0.02%	157
2025 Q2	$733K	Hold	19,138	–	–	0.03%	152
2025 Q1	$736K	Hold	19,138	–	–	0.03%	151
2024 Q4	$740K	Buy	19,138 +1,802	+10%	+$70.3K	0.03%	149
2024 Q3	$683K	Buy	17,336 +7,616	+78%	+$298K	0.03%	154
2024 Q2	$376K	Buy	+9,720	New	+$375K	0.02%	175

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Donaldson Capital Management's HMOP Position: Q2 2026 in Review

Donaldson Capital Management held its Hartford Municipal Opportunities ETF (HMOP) position steady in Q2 2026 at 19,138 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #188.

Donaldson Capital Management first reported a position in HMOP in Q2 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Donaldson Capital Management held 19,138 shares of Hartford Municipal Opportunities ETF worth $749K as of Q2 2026.
Donaldson Capital Management left its Hartford Municipal Opportunities ETF share count unchanged in Q2 2026.
Hartford Municipal Opportunities ETF made up 0.02% of Donaldson Capital Management's portfolio in Q2 2026, its #188 holding.
Donaldson Capital Management first reported a position in Hartford Municipal Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.