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ERn Financial LLC’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

ERn Financial LLC’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 		$8.17M Buy
208,729
+2
+0% +$78 1.35% 25
2026
Q1 		$8.09M Sell
208,727
-161
-0.1% -$6.34K 1.52% 22
2025
Q4 		$8.17M Buy
208,888
+55
+0% +$2.15K 1.54% 20
2025
Q3 		$8.14M Buy
208,833
+3,711
+2% +$143K 1.61% 20
2025
Q2 		$7.85M Sell
205,122
-2,613
-1% -$99.5K 1.66% 18
2025
Q1 		$7.99M Buy
207,735
+789
+0.4% +$30.5K 1.26% 25
2024
Q4 		$8M Buy
206,946
+3,028
+1% +$118K 1.2% 25
2024
Q3 		$8.03M Sell
203,918
-807
-0.4% -$31.6K 1.22% 25
2024
Q2 		$7.92M Buy
204,725
+6,000
+3% +$232K 1.31% 23
2024
Q1 		$7.72M Sell
198,725
-1,898
-0.9% -$73.7K 1.34% 21
2023
Q4 		$7.76M Sell
200,623
-8,190
-4% -$307K 1.47% 19
2023
Q3 		$7.69M Sell
208,813
-450
-0.2% -$17K 1.67% 17
2023
Q2 		$7.96M Buy
209,263
+82
+0% +$3.13K 1.67% 15
2023
Q1 		$7.99M Sell
209,181
-1,714
-0.8% -$65.3K 1.76% 15
2022
Q4 		$7.92M Buy
+210,895
New +$7.82M 1.81% 15
2022
Q3 		– Sell
-205,169
Closed -$7.75M – 164
2022
Q2 		$7.75M Buy
+205,169
New +$7.82M 1.89% 14

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

ERn Financial LLC's HMOP Position: Q2 2026 in Review

ERn Financial LLC increased its Hartford Municipal Opportunities ETF (HMOP) stake by 0% in Q2 2026, buying an estimated $78 and bringing the position to 208,729 shares worth $8.17M. The position accounts for 1.35% of the portfolio, ranked #25.

ERn Financial LLC first reported a position in HMOP in Q2 2022 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • ERn Financial LLC held 208,729 shares of Hartford Municipal Opportunities ETF worth $8.17M as of Q2 2026.
  • ERn Financial LLC bought 2 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $78.
  • Hartford Municipal Opportunities ETF made up 1.35% of ERn Financial LLC's portfolio in Q2 2026, its #25 holding.
  • ERn Financial LLC first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and has held it in 16 quarters since.
  • 125 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.