Gratus Capital’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Gratus Capital’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 Q2	$13M	Buy	335,034 +18,019	+6%	+$695K	0.52%	57
2024 Q1	$12.3M	Buy	317,015 +14,553	+5%	+$565K	0.57%	56
2023 Q4	$11.8M	Buy	302,462 +11,673	+4%	+$438K	0.66%	52
2023 Q3	$10.7M	Buy	290,789 +742	+0.3%	+$28K	0.73%	46
2023 Q2	$11M	Buy	290,047 +13,204	+5%	+$503K	0.75%	45
2023 Q1	$10.6M	Buy	276,843 +14,783	+6%	+$563K	0.81%	47
2022 Q4	$9.84M	Buy	262,060 +24,949	+11%	+$926K	0.81%	49
2022 Q3	$8.64M	Buy	+237,111	New	+$9.02M	0.91%	44

Other funds holding HMOP

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Gratus Capital's HMOP Position: Q2 2024 in Review

Gratus Capital increased its Hartford Municipal Opportunities ETF (HMOP) stake by 5.7% in Q2 2024, buying an estimated $695K and bringing the position to 335,034 shares worth $13M. The position accounts for 0.52% of the portfolio, ranked #57.

Gratus Capital first reported a position in HMOP in Q3 2022 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold HMOP as of Q2 2024.

Gratus Capital held 335,034 shares of Hartford Municipal Opportunities ETF worth $13M as of Q2 2024.
Gratus Capital bought 18,019 Hartford Municipal Opportunities ETF shares in Q2 2024, an estimated $695K.
Hartford Municipal Opportunities ETF made up 0.52% of Gratus Capital's portfolio in Q2 2024, its #57 holding.
Gratus Capital first reported a position in Hartford Municipal Opportunities ETF in Q3 2022 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.