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NewEdge Advisors’s
Hartford Municipal Opportunities ETF
HMOP
Stock Holding History
NewEdge Advisors’s Portfolio
HMOP Stock Details
HMOP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.4M
Buy
87,750
+31,590
+56%
+$1.24M
0.01%
846
2025
Q4
$2.2M
Buy
56,160
+4,550
+9%
+$178K
0.01%
1026
2025
Q3
$2.01M
Buy
51,610
+2,862
+6%
+$110K
0.01%
1010
2025
Q2
$1.87M
Sell
48,748
-4,618
-9%
-$176K
0.01%
969
2025
Q1
$2.05M
Buy
53,366
+24,213
+83%
+$937K
0.01%
857
2024
Q4
$1.13M
Sell
29,153
-6,715
-19%
-$262K
0.01%
1098
2024
Q3
$1.41M
Sell
35,868
-3,319
-8%
-$130K
0.01%
945
2024
Q2
$1.52M
Sell
39,187
-15,005
-28%
-$579K
0.01%
876
2024
Q1
$2.1M
Buy
54,192
+48,654
+879%
+$1.89M
0.02%
667
2023
Q4
$216K
Buy
5,538
+44
+0.8%
+$1.65K
﹤0.01%
1685
2023
Q3
$202K
Buy
+5,494
New
+$207K
﹤0.01%
1623
Other funds holding HMOP
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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