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Goldstein Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Goldstein Advisors’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 		$21.4M Buy
546,282
+22,794
+4% +$891K 1.95% 14
2026
Q1 		$20.3M Buy
523,488
+12,438
+2% +$490K 2.25% 14
2025
Q4 		$20M Buy
511,050
+20,166
+4% +$790K 2.28% 14
2025
Q3 		$19.1M Sell
490,884
-14,271
-3% -$549K 2.32% 12
2025
Q2 		$19.3M Sell
505,155
-32,205
-6% -$1.23M 2.6% 13
2025
Q1 		$20.7M Buy
537,360
+18,134
+3% +$702K 3.02% 11
2024
Q4 		$20.1M Buy
519,226
+45,736
+10% +$1.79M 2.92% 11
2024
Q3 		$18.7M Buy
473,490
+27,599
+6% +$1.08M 2.84% 11
2024
Q2 		$17.3M Buy
445,891
+28,152
+7% +$1.09M 2.89% 12
2024
Q1 		$16.2M Buy
417,739
+22,501
+6% +$874K 2.77% 12
2023
Q4 		$15.4M Sell
395,238
-2,355
-0.6% -$88.3K 2.6% 12
2023
Q3 		$14.6M Buy
397,593
+22,748
+6% +$859K 3.05% 11
2023
Q2 		$14.3M Buy
374,845
+23,982
+7% +$914K 2.99% 11
2023
Q1 		$13.4M Buy
350,863
+15,056
+4% +$574K 2.95% 11
2022
Q4 		$12.6M Buy
+335,807
New +$12.5M 3.05% 10

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Goldstein Advisors's HMOP Position: Q2 2026 in Review

Goldstein Advisors increased its Hartford Municipal Opportunities ETF (HMOP) stake by 4.4% in Q2 2026, buying an estimated $891K and bringing the position to 546,282 shares worth $21.4M. The position accounts for 1.95% of the portfolio, ranked #14.

Goldstein Advisors first reported a position in HMOP in Q4 2022 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Goldstein Advisors held 546,282 shares of Hartford Municipal Opportunities ETF worth $21.4M as of Q2 2026.
  • Goldstein Advisors bought 22,794 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $891K.
  • Hartford Municipal Opportunities ETF made up 1.95% of Goldstein Advisors's portfolio in Q2 2026, its #14 holding.
  • Goldstein Advisors first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.