Montis Financial’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Montis Financial’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	$1.24M	Sell	31,716 -20,026	-39%	-$782K	0.25%	53
2026 Q1	$2M	Sell	51,742 -3,566	-6%	-$140K	0.41%	39
2025 Q4	$2.16M	Sell	55,308 -27,561	-33%	-$1.08M	0.43%	37
2025 Q3	$3.23M	Sell	82,869 -27,292	-25%	-$1.05M	0.74%	26
2025 Q2	$4.22M	Sell	110,161 -40,903	-27%	-$1.56M	1.17%	20
2025 Q1	$5.81M	Sell	151,064 -38,683	-20%	-$1.5M	1.71%	17
2024 Q4	$7.34M	Buy	+189,747	New	+$7.41M	2.27%	12

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

Montis Financial's HMOP Position: Q2 2026 in Review

Montis Financial reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 39% in Q2 2026, selling an estimated $782K and leaving 31,716 shares worth $1.24M. The position accounts for 0.25% of the portfolio, ranked #53.

Montis Financial first reported a position in HMOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.34M in Q4 2024. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Montis Financial held 31,716 shares of Hartford Municipal Opportunities ETF worth $1.24M as of Q2 2026.
Montis Financial sold 20,026 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $782K.
Hartford Municipal Opportunities ETF made up 0.25% of Montis Financial's portfolio in Q2 2026, its #53 holding.
Montis Financial first reported a position in Hartford Municipal Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's Hartford Municipal Opportunities ETF position peaked at $7.34M in Q4 2024.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.