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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
Q3 		$7.63M Sell
207,156
-1,573
-0.8% -$60.4K 1.24% 26
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% -$100K 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

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ERn Financial LLC's HMOP Position: Q3 2026 in Review

ERn Financial LLC reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 0.75% in Q3 2026, selling an estimated $60.4K and leaving 207,156 shares worth $7.63M. The position accounts for 1.24% of the portfolio, ranked #26.

ERn Financial LLC first reported a position in HMOP in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.17M in Q2 2026. 69 funds tracked by Wall St. Rank hold HMOP as of Q3 2026.

  • ERn Financial LLC held 207,156 shares of Hartford Municipal Opportunities ETF worth $7.63M as of Q3 2026.
  • ERn Financial LLC sold 1,573 Hartford Municipal Opportunities ETF shares in Q3 2026, an estimated $60.4K.
  • Hartford Municipal Opportunities ETF made up 1.24% of ERn Financial LLC's portfolio in Q3 2026, its #26 holding.
  • ERn Financial LLC first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
  • ERn Financial LLC's Hartford Municipal Opportunities ETF position peaked at $8.17M in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.