Merit Financial Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Merit Financial 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
2026 Q2	$716K	Sell	18,302 -27,435	-60%	-$1.07M	﹤0.01%	1276
2026 Q1	$1.77M	Sell	45,737 -7,084	-13%	-$279K	0.01%	724
2025 Q4	$2.07M	Buy	52,821 +24,249	+85%	+$950K	0.02%	636
2025 Q3	$1.11M	Sell	28,572 -52,942	-65%	-$2.04M	0.01%	813
2025 Q2	$3.12M	Sell	81,514 -10,210	-11%	-$389K	0.03%	388
2025 Q1	$3.53M	Buy	91,724 +3,975	+5%	+$154K	0.05%	281
2024 Q4	$3.39M	Buy	87,749 +2,312	+3%	+$90.2K	0.06%	252
2024 Q3	$3.37M	Buy	+85,437	New	+$3.34M	0.08%	207

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Merit Financial Group's HMOP Position: Q2 2026 in Review

Merit Financial Group reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 60% in Q2 2026, selling an estimated $1.07M and leaving 18,302 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Merit Financial Group first reported a position in HMOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q1 2025. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Merit Financial Group held 18,302 shares of Hartford Municipal Opportunities ETF worth $716K as of Q2 2026.
Merit Financial Group sold 27,435 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $1.07M.
Hartford Municipal Opportunities ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1276 holding.
Merit Financial Group first reported a position in Hartford Municipal Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Hartford Municipal Opportunities ETF position peaked at $3.53M in Q1 2025.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.