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

HB 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
2026 Q2	$305K	Sell	7,793 -465	-6%	-$18.2K	﹤0.01%	1367
2026 Q1	$320K	Buy	8,258 +581	+8%	+$22.9K	﹤0.01%	1201
2025 Q4	$300K	Buy	7,677 +510	+7%	+$20K	﹤0.01%	1134
2025 Q3	$279K	Buy	7,167 +1,522	+27%	+$58.5K	﹤0.01%	1109
2025 Q2	$216K	Sell	5,645 -735	-12%	-$28K	﹤0.01%	1075
2025 Q1	$245K	Hold	6,380	–	–	﹤0.01%	1048
2024 Q4	$247K	Buy	6,380 +644	+11%	+$25.1K	﹤0.01%	885
2024 Q3	$226K	Buy	+5,736	New	+$224K	﹤0.01%	852
2023 Q1	–	Sell	-6,023	Closed	-$226K	–	729
2022 Q4	$226K	Buy	6,023 +467	+8%	+$17.3K	﹤0.01%	612
2022 Q3	$202K	Hold	5,556	–	–	﹤0.01%	548
2022 Q2	$210K	Buy	+5,556	New	+$212K	﹤0.01%	535

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HB Wealth Management's HMOP Position: Q2 2026 in Review

HB Wealth Management reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 5.6% in Q2 2026, selling an estimated $18.2K and leaving 7,793 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

HB Wealth Management first reported a position in HMOP in Q2 2022 and has held it in 11 quarters since. The position peaked at $320K in Q1 2026. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

HB Wealth Management held 7,793 shares of Hartford Municipal Opportunities ETF worth $305K as of Q2 2026.
HB Wealth Management sold 465 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $18.2K.
Hartford Municipal Opportunities ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1367 holding.
HB Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and has held it in 11 quarters since.
HB Wealth Management's Hartford Municipal Opportunities ETF position peaked at $320K in Q1 2026.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.