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Mutual Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Mutual Advisors’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
2021
Q1 		– Sell
-10,842
Closed -$453K – 799
2020
Q4 		$453K Buy
10,842
+1,780
+20% +$73.6K 0.03% 486
2020
Q3 		$373K Buy
9,062
+1,672
+23% +$70.5K 0.03% 489
2020
Q2 		$309K Buy
+7,390
New +$303K 0.03% 500
2020
Q1 		– Sell
-16,294
Closed -$681K – 601
2019
Q4 		$681K Buy
+16,294
New +$684K 0.07% 287

Other funds holding HMOP

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors's HMOP Position: Q1 2021 in Review

Mutual Advisors sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2021, closing a stake of 10,842 shares — an estimated $453K sold.

Mutual Advisors first reported a position in HMOP in Q4 2019 and held it in 4 quarters. The position peaked at $681K in Q4 2019. 36 funds tracked by Wall St. Rank hold HMOP as of Q1 2021.

  • Mutual Advisors reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2021 after selling out during the quarter.
  • Mutual Advisors sold 10,842 Hartford Municipal Opportunities ETF shares in Q1 2021, an estimated $453K.
  • Mutual Advisors first reported a position in Hartford Municipal Opportunities ETF in Q4 2019 and held it in 4 quarters.
  • Mutual Advisors's Hartford Municipal Opportunities ETF position peaked at $681K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.