Hennion & Walsh Asset Management’s Hope Bancorp HOPE Stock Holding History

Hennion & Walsh Asset Management’s Portfolio HOPE Stock Details HOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Sell	22,036 -645	-3%	-$8.08K	0.01%	847
2026 Q1	$253K	Buy	22,681 +45	+0.2%	+$520	0.01%	863
2025 Q4	$248K	Sell	22,636 -22,995	-50%	-$248K	0.01%	865
2025 Q3	$491K	Sell	45,631 -912	-2%	-$9.88K	0.02%	711
2025 Q2	$499K	Buy	46,543 +8,336	+22%	+$84K	0.02%	671
2025 Q1	$400K	Buy	38,207 +8,581	+29%	+$96.3K	0.02%	696
2024 Q4	$364K	Sell	29,626 -8,822	-23%	-$115K	0.02%	713
2024 Q3	$483K	Sell	38,448 -2,802	-7%	-$34.3K	0.02%	630
2024 Q2	$443K	Buy	41,250 +655	+2%	+$6.9K	0.02%	621
2024 Q1	$467K	Buy	40,595 +5,184	+15%	+$58.2K	0.03%	585
2023 Q4	$428K	Buy	35,411 +5,072	+17%	+$50.4K	0.02%	588
2023 Q3	$269K	Sell	30,339 -798	-3%	-$7.62K	0.02%	674
2023 Q2	$262K	Buy	31,137 +14,067	+82%	+$123K	0.02%	698
2023 Q1	$168K	Buy	17,070 +3,113	+22%	+$38.2K	0.01%	743
2022 Q4	$179K	Buy	13,957 +3,261	+30%	+$43.2K	0.01%	739
2022 Q3	$135K	Buy	+10,696	New	+$155K	0.01%	742

Other funds holding HOPE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return