Legacy Financial Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Legacy Financial Advisors’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 Q1	–	Sell	-5,007	Closed	-$210K	–	245
2021 Q4	$210K	Sell	5,007 -432	-8%	-$18.1K	0.05%	197
2021 Q3	$227K	Buy	5,439 +17	+0.3%	+$717	0.06%	162
2021 Q2	$228K	Sell	5,422 -4,504	-45%	-$189K	0.06%	151
2021 Q1	$413K	Sell	9,926 -195,953	-95%	-$8.19M	0.11%	78
2020 Q4	$8.61M	Buy	205,879 +44,778	+28%	+$1.85M	2.43%	8
2020 Q3	$6.63M	Buy	161,101 +11,058	+7%	+$466K	2.02%	9
2020 Q2	$6.27M	Buy	150,043 +18,941	+14%	+$777K	2.25%	9
2020 Q1	$5.25M	Buy	+131,102	New	+$5.49M	1.95%	9

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Legacy Financial Advisors's HMOP Position: Q1 2022 in Review

Legacy Financial Advisors sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2022, closing a stake of 5,007 shares — an estimated $210K sold.

Legacy Financial Advisors first reported a position in HMOP in Q1 2020 and held it in 8 quarters. The position peaked at $8.61M in Q4 2020. 51 funds tracked by Wall St. Rank hold HMOP as of Q1 2022.

Legacy Financial Advisors reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Legacy Financial Advisors sold 5,007 Hartford Municipal Opportunities ETF shares in Q1 2022, an estimated $210K.
Legacy Financial Advisors first reported a position in Hartford Municipal Opportunities ETF in Q1 2020 and held it in 8 quarters.
Legacy Financial Advisors's Hartford Municipal Opportunities ETF position peaked at $8.61M in Q4 2020.
51 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2022.

Based on Legacy Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.