MFG
HMOP icon

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
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

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Bank of America
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LPL Financial
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return