KAS
HMOP icon

Kestra Advisory Services’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Kestra Advisory Services’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
Q1 		$6.81M Buy
175,786
+10,589
+6% +$417K 0.03% 636
2025
Q4 		$6.46M Buy
165,197
+16,088
+11% +$630K 0.03% 593
2025
Q3 		$5.81M Buy
149,109
+32,666
+28% +$1.26M 0.03% 610
2025
Q2 		$4.46M Sell
116,443
-39,839
-25% -$1.52M 0.02% 693
2025
Q1 		$6.01M Buy
156,282
+16,511
+12% +$639K 0.03% 508
2024
Q4 		$5.4M Buy
139,771
+10,330
+8% +$403K 0.03% 545
2024
Q3 		$5.1M Buy
129,441
+18,592
+17% +$727K 0.03% 585
2024
Q2 		$4.29M Buy
+110,849
New +$4.28M 0.02% 646

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Bank of America
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LPL Financial
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return