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Kowal Investment Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Kowal Investment Group’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
2023
Q4 		– Sell
-25,185
Closed -$927K – 172
2023
Q3 		$927K Sell
25,185
-18,178
-42% -$686K 0.25% 56
2023
Q2 		$1.65M Sell
43,363
-11,068
-20% -$422K 0.44% 28
2023
Q1 		$2.08M Buy
54,431
+43,490
+397% +$1.66M 0.59% 23
2022
Q4 		$411K Buy
+10,941
New +$406K 0.12% 92

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.09B AUM 23.69% 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
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Kowal Investment Group's HMOP Position: Q4 2023 in Review

Kowal Investment Group sold out of Hartford Municipal Opportunities ETF (HMOP) in Q4 2023, closing a stake of 25,185 shares — an estimated $927K sold.

Kowal Investment Group first reported a position in HMOP in Q4 2022 and held it in 4 quarters. The position peaked at $2.08M in Q1 2023. 71 funds tracked by Wall St. Rank hold HMOP as of Q4 2023.

  • Kowal Investment Group reported no remaining Hartford Municipal Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 25,185 Hartford Municipal Opportunities ETF shares in Q4 2023, an estimated $927K.
  • Kowal Investment Group first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and held it in 4 quarters.
  • Kowal Investment Group's Hartford Municipal Opportunities ETF position peaked at $2.08M in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.