MIAN
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Mariner Independent Advisor Network’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$2.59M Sell
71,091
-6,322
-8% -$241K 0.11% 191
2022
Q2 		$2.93M Sell
77,413
-4,055
-5% -$155K 0.12% 177
2022
Q1 		$3.2M Sell
81,468
-589
-0.7% -$23.9K 0.12% 171
2021
Q4 		$3.44M Buy
82,057
+11,458
+16% +$479K 0.16% 147
2021
Q3 		$2.95M Buy
70,599
+17,309
+32% +$730K 0.14% 163
2021
Q2 		$2.24M Buy
53,290
+738
+1% +$31K 0.1% 221
2021
Q1 		$2.19M Buy
+52,552
New +$2.2M 0.11% 182

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Independent Advisor Network's HMOP Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 8.2% in Q3 2022, selling an estimated $241K and leaving 71,091 shares worth $2.59M. The position accounts for 0.11% of the portfolio, ranked #191.

Mariner Independent Advisor Network first reported a position in HMOP in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.44M in Q4 2021. 53 funds tracked by Wall St. Rank hold HMOP as of Q3 2022.

  • Mariner Independent Advisor Network held 71,091 shares of Hartford Municipal Opportunities ETF worth $2.59M as of Q3 2022.
  • Mariner Independent Advisor Network sold 6,322 Hartford Municipal Opportunities ETF shares in Q3 2022, an estimated $241K.
  • Hartford Municipal Opportunities ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #191 holding.
  • Mariner Independent Advisor Network first reported a position in Hartford Municipal Opportunities ETF in Q1 2021 and has held it in 7 quarters since.
  • Mariner Independent Advisor Network's Hartford Municipal Opportunities ETF position peaked at $3.44M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.