EWM
HMOP icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Evolution Wealth Management's HMOP Position: Q1 2026 in Review

Evolution Wealth Management increased its Hartford Municipal Opportunities ETF (HMOP) stake by 49% in Q1 2026, buying an estimated $101K and bringing the position to 7,751 shares worth $300K. The position accounts for 0.22% of the portfolio, ranked #77.

Evolution Wealth Management first reported a position in HMOP in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold HMOP as of Q1 2026.

  • Evolution Wealth Management held 7,751 shares of Hartford Municipal Opportunities ETF worth $300K as of Q1 2026.
  • Evolution Wealth Management bought 2,556 Hartford Municipal Opportunities ETF shares in Q1 2026, an estimated $101K.
  • Hartford Municipal Opportunities ETF made up 0.22% of Evolution Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Evolution Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.