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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

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
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
IW
Integrated Wealthcare Durham, North Carolina $134M AUM
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 53 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.
  • 53 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.