Evolution Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Evolution Wealth Management’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	$334K	Buy	8,529 +778	+10%	+$30.4K	0.2%	86
2026 Q1	$300K	Buy	7,751 +2,556	+49%	+$101K	0.22%	77
2025 Q4	$203K	Buy	5,195 +2,248	+76%	+$88K	0.17%	98
2025 Q3	$115K	Buy	+2,947	New	+$113K	0.12%	135

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

Evolution Wealth Management's HMOP Position: Q2 2026 in Review

Evolution Wealth Management increased its Hartford Municipal Opportunities ETF (HMOP) stake by 10% in Q2 2026, buying an estimated $30.4K and bringing the position to 8,529 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #86.

Evolution Wealth Management first reported a position in HMOP in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Evolution Wealth Management held 8,529 shares of Hartford Municipal Opportunities ETF worth $334K as of Q2 2026.
Evolution Wealth Management bought 778 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $30.4K.
Hartford Municipal Opportunities ETF made up 0.2% of Evolution Wealth Management's portfolio in Q2 2026, its #86 holding.
Evolution Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.