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Legacy Wealth Management (Tennessee)’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q2 		$24.2M Buy
617,517
+14,050
+2% +$549K 1.26% 12
2026
Q1 		$23.4M Buy
603,467
+7,078
+1% +$279K 1.36% 13
2025
Q4 		$23.3M Buy
596,389
+48,905
+9% +$1.92M 1.34% 13
2025
Q3 		$21.3M Buy
547,484
+46,048
+9% +$1.77M 1.26% 13
2025
Q2 		$19.2M Sell
501,436
-11,463
-2% -$437K 1.19% 13
2025
Q1 		$19.7M Buy
512,899
+11,521
+2% +$446K 1.31% 13
2024
Q4 		$19.4M Buy
501,378
+60,943
+14% +$2.38M 1.24% 13
2024
Q3 		$17.4M Buy
440,435
+17,106
+4% +$669K 1.12% 13
2024
Q2 		$16.4M Buy
423,329
+25
+0% +$965 1.19% 12
2024
Q1 		$16.4M Buy
423,304
+7,899
+2% +$307K 1.21% 12
2023
Q4 		$16.2M Buy
415,405
+7,529
+2% +$282K 1.28% 11
2023
Q3 		$15M Buy
407,876
+4,710
+1% +$178K 1.31% 11
2023
Q2 		$15.3M Sell
403,166
-967
-0.2% -$36.9K 1.3% 10
2023
Q1 		$15.4M Buy
404,133
+20,454
+5% +$779K 1.38% 10
2022
Q4 		$14.4M Buy
+383,679
New +$14.2M 1.38% 11

Other funds holding HMOP

JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s HMOP Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) increased its Hartford Municipal Opportunities ETF (HMOP) stake by 2.3% in Q2 2026, buying an estimated $549K and bringing the position to 617,517 shares worth $24.2M. The position accounts for 1.26% of the portfolio, ranked #12.

Legacy Wealth Management (Tennessee) first reported a position in HMOP in Q4 2022 and has held it in 15 quarters since. 19 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 617,517 shares of Hartford Municipal Opportunities ETF worth $24.2M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 14,050 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $549K.
  • Hartford Municipal Opportunities ETF made up 1.26% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #12 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Hartford Municipal Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • 19 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.