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Legacy CG’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Legacy CG’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
2025
Q1 		– Sell
-312,475
Closed -$12.1M – 54
2024
Q4 		$12.1M Buy
312,475
+16,558
+6% +$646K 3.7% 8
2024
Q3 		$11.7M Sell
295,917
-3,138
-1% -$123K 3.81% 7
2024
Q2 		$11.6M Buy
299,055
+15,441
+5% +$596K 3.94% 7
2024
Q1 		$11M Sell
283,614
-53,840
-16% -$2.09M 3.99% 7
2023
Q4 		$13.1M Sell
337,454
-102,373
-23% -$3.84M 4.99% 7
2023
Q3 		$16.2M Buy
439,827
+50,451
+13% +$1.9M 7.52% 2
2023
Q2 		$14.8M Buy
389,376
+26,523
+7% +$1.01M 6.82% 1
2023
Q1 		$13.9M Buy
362,853
+27,755
+8% +$1.06M 7.01% 2
2022
Q4 		$12.6M Buy
335,098
+13,350
+4% +$495K 7.38% 3
2022
Q3 		$11.7M Buy
321,748
+11,778
+4% +$448K 7.73% 2
2022
Q2 		$11.7M Buy
+309,970
New +$11.8M 8.06% 1

Other funds holding HMOP

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Legacy CG's HMOP Position: Q1 2025 in Review

Legacy CG sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2025, closing a stake of 312,475 shares — an estimated $12.1M sold.

Legacy CG first reported a position in HMOP in Q2 2022 and held it in 11 quarters. The position peaked at $16.2M in Q3 2023. 82 funds tracked by Wall St. Rank hold HMOP as of Q1 2025.

  • Legacy CG reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy CG sold 312,475 Hartford Municipal Opportunities ETF shares in Q1 2025, an estimated $12.1M.
  • Legacy CG first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and held it in 11 quarters.
  • Legacy CG's Hartford Municipal Opportunities ETF position peaked at $16.2M in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2025.

Based on Legacy CG's 13F filing for Q1 2025, filed 24 Apr 2025.