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Financial Planning & Information Services’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Financial Planning & Information Services’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
2024
Q3 		$3.65M Sell
92,604
-7,999
-8% -$313K 0.5% 33
2024
Q2 		$3.89M Sell
100,603
-10,791
-10% -$417K 0.59% 31
2024
Q1 		$4.33M Sell
111,394
-2,725
-2% -$106K 0.65% 31
2023
Q4 		$4.44M Buy
114,119
+32,622
+40% +$1.22M 0.7% 29
2023
Q3 		$3M Buy
81,497
+3,657
+5% +$138K 0.56% 32
2023
Q2 		$2.96M Buy
77,840
+3,731
+5% +$142K 0.55% 31
2023
Q1 		$2.83M Buy
74,109
+23,716
+47% +$904K 0.55% 30
2022
Q4 		$1.89M Buy
50,393
+1,992
+4% +$73.9K 0.4% 36
2022
Q3 		$1.76M Buy
48,401
+7,772
+19% +$296K 0.43% 33
2022
Q2 		$1.53M Sell
40,629
-18,190
-31% -$694K 0.37% 36
2022
Q1 		$2.31M Sell
58,819
-2,819
-5% -$114K 0.52% 34
2021
Q4 		$2.58M Sell
61,638
-246
-0.4% -$10.3K 0.63% 32
2021
Q3 		$2.59M Buy
61,884
+852
+1% +$36K 0.7% 29
2021
Q2 		$2.57M Buy
61,032
+12,700
+26% +$533K 0.75% 28
2021
Q1 		$2.01M Buy
48,332
+43,028
+811% +$1.8M 0.62% 29
2020
Q4 		$222K Buy
+5,304
New +$219K 0.07% 64

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Financial Planning & Information Services's HMOP Position: Q3 2024 in Review

Financial Planning & Information Services reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 8% in Q3 2024, selling an estimated $313K and leaving 92,604 shares worth $3.65M. The position accounts for 0.5% of the portfolio, ranked #33.

Financial Planning & Information Services first reported a position in HMOP in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.44M in Q4 2023. 78 funds tracked by Wall St. Rank hold HMOP as of Q3 2024.

  • Financial Planning & Information Services held 92,604 shares of Hartford Municipal Opportunities ETF worth $3.65M as of Q3 2024.
  • Financial Planning & Information Services sold 7,999 Hartford Municipal Opportunities ETF shares in Q3 2024, an estimated $313K.
  • Hartford Municipal Opportunities ETF made up 0.5% of Financial Planning & Information Services's portfolio in Q3 2024, its #33 holding.
  • Financial Planning & Information Services first reported a position in Hartford Municipal Opportunities ETF in Q4 2020 and has held it in 16 quarters since.
  • Financial Planning & Information Services's Hartford Municipal Opportunities ETF position peaked at $4.44M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.