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Engrave Wealth Partners’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Engrave Wealth Partners’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
2023
Q4 		$639K Buy
16,413
+1,166
+8% +$43.7K 0.18% 42
2023
Q3 		$561K Buy
+15,247
New +$576K 0.17% 39
2022
Q4 		– Sell
-150,373
Closed -$5.48M – 72
2022
Q3 		$5.48M Sell
150,373
-6,600
-4% -$251K 2.56% 11
2022
Q2 		$5.93M Sell
156,973
-19,911
-11% -$759K 2.63% 12
2022
Q1 		$6.94M Buy
+176,884
New +$7.17M 2.59% 11

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 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
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Engrave Wealth Partners's HMOP Position: Q4 2023 in Review

Engrave Wealth Partners increased its Hartford Municipal Opportunities ETF (HMOP) stake by 7.6% in Q4 2023, buying an estimated $43.7K and bringing the position to 16,413 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #42.

Engrave Wealth Partners first reported a position in HMOP in Q1 2022 and has held it in 5 quarters since. The position peaked at $6.94M in Q1 2022. 71 funds tracked by Wall St. Rank hold HMOP as of Q4 2023.

  • Engrave Wealth Partners held 16,413 shares of Hartford Municipal Opportunities ETF worth $639K as of Q4 2023.
  • Engrave Wealth Partners bought 1,166 Hartford Municipal Opportunities ETF shares in Q4 2023, an estimated $43.7K.
  • Hartford Municipal Opportunities ETF made up 0.18% of Engrave Wealth Partners's portfolio in Q4 2023, its #42 holding.
  • Engrave Wealth Partners first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 5 quarters since.
  • Engrave Wealth Partners's Hartford Municipal Opportunities ETF position peaked at $6.94M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.