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

Geneos 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
2021
Q2 		– Sell
-255,978
Closed -$10.7M – 2966
2021
Q1 		$10.7M Buy
+255,978
New +$10.7M 0.3% 80

Other funds holding HMOP

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Geneos Wealth Management's HMOP Position: Q2 2021 in Review

Geneos Wealth Management sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2021, closing a stake of 255,978 shares — an estimated $10.7M sold.

Geneos Wealth Management first reported a position in HMOP in Q1 2021 and held it in 1 quarter. The position peaked at $10.7M in Q1 2021. 42 funds tracked by Wall St. Rank hold HMOP as of Q2 2021.

  • Geneos Wealth Management reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 255,978 Hartford Municipal Opportunities ETF shares in Q2 2021, an estimated $10.7M.
  • Geneos Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Hartford Municipal Opportunities ETF position peaked at $10.7M in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.