HNWAG
HMOP icon

High Net Worth Advisory Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-2,500
Closed -$93.9K – 356
2022
Q4 		$93.9K Hold
2,500
– – 0.04% 246
2022
Q3 		$91K Hold
2,500
– – 0.04% 249
2022
Q2 		$94K Hold
2,500
– – 0.04% 247
2022
Q1 		$98K Hold
2,500
– – 0.04% 251
2021
Q4 		$105K Buy
+2,500
New +$104K 0.04% 247

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

High Net Worth Advisory Group's HMOP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2023, closing a stake of 2,500 shares — an estimated $93.9K sold.

High Net Worth Advisory Group first reported a position in HMOP in Q4 2021 and held it in 5 quarters. The position peaked at $105K in Q4 2021. 59 funds tracked by Wall St. Rank hold HMOP as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,500 Hartford Municipal Opportunities ETF shares in Q1 2023, an estimated $93.9K.
  • High Net Worth Advisory Group first reported a position in Hartford Municipal Opportunities ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Hartford Municipal Opportunities ETF position peaked at $105K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.