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Naviter Wealth’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Naviter Wealth’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
2025
Q2 		– Sell
-79,413
Closed -$3.06M – 295
2025
Q1 		$3.06M Buy
79,413
+16,769
+27% +$649K 0.37% 71
2024
Q4 		$2.43M Sell
62,644
-6,102
-9% -$238K 0.29% 89
2024
Q3 		$2.71M Buy
68,746
+20,398
+42% +$797K 0.38% 64
2024
Q2 		$1.88M Buy
48,348
+8,622
+22% +$333K 0.28% 103
2024
Q1 		$1.55M Buy
+39,726
New +$1.54M 0.25% 115

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Naviter Wealth's HMOP Position: Q2 2025 in Review

Naviter Wealth sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2025, closing a stake of 79,413 shares — an estimated $3.06M sold.

Naviter Wealth first reported a position in HMOP in Q1 2024 and held it in 5 quarters. The position peaked at $3.06M in Q1 2025. 87 funds tracked by Wall St. Rank hold HMOP as of Q2 2025.

  • Naviter Wealth reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 79,413 Hartford Municipal Opportunities ETF shares in Q2 2025, an estimated $3.06M.
  • Naviter Wealth first reported a position in Hartford Municipal Opportunities ETF in Q1 2024 and held it in 5 quarters.
  • Naviter Wealth's Hartford Municipal Opportunities ETF position peaked at $3.06M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.