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

ICA Group 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
2024
Q2 		$3.1K Hold
80
– – ﹤0.01% 635
2024
Q1 		$3.11K Hold
80
– – ﹤0.01% 1120
2023
Q4 		$3.12K Buy
+80
New +$3K ﹤0.01% 1118
2023
Q3 		– Sell
-80
Closed -$3.04K – 648
2023
Q2 		$3.04K Buy
+80
New +$3.05K ﹤0.01% 1072

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA Group Wealth Management's HMOP Position: Q2 2024 in Review

ICA Group Wealth Management held its Hartford Municipal Opportunities ETF (HMOP) position steady in Q2 2024 at 80 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

ICA Group Wealth Management first reported a position in HMOP in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.12K in Q4 2023. 76 funds tracked by Wall St. Rank hold HMOP as of Q2 2024.

  • ICA Group Wealth Management held 80 shares of Hartford Municipal Opportunities ETF worth $3.1K as of Q2 2024.
  • ICA Group Wealth Management left its Hartford Municipal Opportunities ETF share count unchanged in Q2 2024.
  • Hartford Municipal Opportunities ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #635 holding.
  • ICA Group Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's Hartford Municipal Opportunities ETF position peaked at $3.12K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.