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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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