EP Wealth Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

EP Wealth Advisors’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	$3.33M	Buy	+85,193	New	+$3.33M	0.01%	464

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

EP Wealth Advisors's HMOP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Hartford Municipal Opportunities ETF (HMOP) in Q2 2026: 85,193 shares worth $3.33M. The stake represents 0.01% of the portfolio and ranks #464 among its holdings.

126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

EP Wealth Advisors held 85,193 shares of Hartford Municipal Opportunities ETF worth $3.33M as of Q2 2026.
Hartford Municipal Opportunities ETF was a new EP Wealth Advisors position in Q2 2026.
Hartford Municipal Opportunities ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #464 holding.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.