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Integrated Wealthcare’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Integrated Wealthcare’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 		$9.9M Buy
253,027
+1,959
+0.8% +$76.5K 7.4% 3
2026
Q1 		$9.73M Sell
251,068
-2,757
-1% -$109K 8.14% 3
2025
Q4 		$9.93M Buy
+253,825
New +$9.94M 8.35% 3

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integrated Wealthcare's HMOP Position: Q2 2026 in Review

Integrated Wealthcare increased its Hartford Municipal Opportunities ETF (HMOP) stake by 0.78% in Q2 2026, buying an estimated $76.5K and bringing the position to 253,027 shares worth $9.9M. The position accounts for 7.4% of the portfolio, ranked #3.

Integrated Wealthcare first reported a position in HMOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.93M in Q4 2025. 125 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Integrated Wealthcare held 253,027 shares of Hartford Municipal Opportunities ETF worth $9.9M as of Q2 2026.
  • Integrated Wealthcare bought 1,959 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $76.5K.
  • Hartford Municipal Opportunities ETF made up 7.4% of Integrated Wealthcare's portfolio in Q2 2026, its #3 holding.
  • Integrated Wealthcare first reported a position in Hartford Municipal Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealthcare's Hartford Municipal Opportunities ETF position peaked at $9.93M in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.