MF
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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
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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