JSW
HMOP icon

Journey Strategic Wealth’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Journey Strategic Wealth’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
2022
Q3 		– Sell
-13,987
Closed -$528K – 187
2022
Q2 		$528K Buy
+13,987
New +$533K 0.07% 55

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Journey Strategic Wealth's HMOP Position: Q3 2022 in Review

Journey Strategic Wealth sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2022, closing a stake of 13,987 shares — an estimated $528K sold.

Journey Strategic Wealth first reported a position in HMOP in Q2 2022 and held it in 1 quarter. The position peaked at $528K in Q2 2022. 53 funds tracked by Wall St. Rank hold HMOP as of Q3 2022.

  • Journey Strategic Wealth reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 13,987 Hartford Municipal Opportunities ETF shares in Q3 2022, an estimated $528K.
  • Journey Strategic Wealth first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and held it in 1 quarter.
  • Journey Strategic Wealth's Hartford Municipal Opportunities ETF position peaked at $528K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2022.

Based on Journey Strategic Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.