HWM
HMOP icon

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
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
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return