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Gladstone Institutional Advisory’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Gladstone Institutional Advisory’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
2023
Q4 		– Sell
-5,689
Closed -$209K – 680
2023
Q3 		$209K Sell
5,689
-1,148
-17% -$43.3K 0.01% 572
2023
Q2 		$260K Buy
6,837
+199
+3% +$7.59K 0.02% 544
2023
Q1 		$254K Sell
6,638
-117
-2% -$4.46K 0.02% 567
2022
Q4 		$254K Buy
6,755
+265
+4% +$9.83K 0.02% 547
2022
Q3 		$236K Buy
6,490
+763
+13% +$29K 0.02% 547
2022
Q2 		$216K Buy
5,727
+468
+9% +$17.8K 0.02% 593
2022
Q1 		$206K Sell
5,259
-1,034
-16% -$41.9K 0.01% 665
2021
Q4 		$263K Buy
6,293
+517
+9% +$21.6K 0.02% 505
2021
Q3 		$241K Buy
5,776
+94
+2% +$3.97K 0.02% 474
2021
Q2 		$239K Sell
5,682
-1,191
-17% -$50K 0.03% 450
2021
Q1 		$286K Buy
6,873
+177
+3% +$7.4K 0.04% 325
2020
Q4 		$280K Sell
6,696
-470
-7% -$19.4K 0.06% 235
2020
Q3 		$295K Sell
7,166
-160
-2% -$6.75K 0.07% 210
2020
Q2 		$306K Hold
7,326
– – 0.08% 171
2020
Q1 		$301K Buy
7,326
+1,791
+32% +$75K 0.08% 192
2019
Q4 		$231K Buy
5,535
+468
+9% +$19.6K 0.06% 234
2019
Q3 		$212K Sell
5,067
-59
-1% -$2.48K 0.05% 259
2019
Q2 		$213K Buy
+5,126
New +$211K 0.06% 252

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Gladstone Institutional Advisory's HMOP Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Hartford Municipal Opportunities ETF (HMOP) in Q4 2023, closing a stake of 5,689 shares — an estimated $209K sold.

Gladstone Institutional Advisory first reported a position in HMOP in Q2 2019 and held it in 18 quarters. The position peaked at $306K in Q2 2020. 71 funds tracked by Wall St. Rank hold HMOP as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Hartford Municipal Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,689 Hartford Municipal Opportunities ETF shares in Q4 2023, an estimated $209K.
  • Gladstone Institutional Advisory first reported a position in Hartford Municipal Opportunities ETF in Q2 2019 and held it in 18 quarters.
  • Gladstone Institutional Advisory's Hartford Municipal Opportunities ETF position peaked at $306K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.