Jones Financial Companies’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Jones Financial Companies’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	$16M	Buy	406,292 +127,247	+46%	+$4.97M	0.01%	747
2026 Q1	$10.8M	Buy	279,045 +84,431	+43%	+$3.32M	0.01%	797
2025 Q4	$7.61M	Buy	194,614 +53,260	+38%	+$2.09M	﹤0.01%	519
2025 Q3	$5.51M	Buy	141,354 +49,411	+54%	+$1.9M	﹤0.01%	545
2025 Q2	$3.52M	Buy	91,943 +40,049	+77%	+$1.53M	﹤0.01%	593
2025 Q1	$1.99M	Buy	51,894 +11,152	+27%	+$432K	﹤0.01%	653
2024 Q4	$1.58M	Buy	40,742 +14,332	+54%	+$559K	﹤0.01%	622
2024 Q3	$1.04M	Buy	26,410 +26,163	+10,592%	+$1.02M	﹤0.01%	601
2024 Q2	$9.56K	Buy	+247	New	+$9.53K	﹤0.01%	1772

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Jones Financial Companies's HMOP Position: Q2 2026 in Review

Jones Financial Companies increased its Hartford Municipal Opportunities ETF (HMOP) stake by 46% in Q2 2026, buying an estimated $4.97M and bringing the position to 406,292 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #747.

Jones Financial Companies first reported a position in HMOP in Q2 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Jones Financial Companies held 406,292 shares of Hartford Municipal Opportunities ETF worth $16M as of Q2 2026.
Jones Financial Companies bought 127,247 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $4.97M.
Hartford Municipal Opportunities ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #747 holding.
Jones Financial Companies first reported a position in Hartford Municipal Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.