Next Financial Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Next Financial Group’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 Q4	$73K	Sell	1,744 -5	-0.3%	-$209	﹤0.01%	1310
2021 Q3	$73K	Buy	1,749 +28	+2%	+$1.18K	0.01%	1248
2021 Q2	$73K	Sell	1,721 -51	-3%	-$2.14K	0.01%	1242
2021 Q1	$74K	Buy	1,772 +722	+69%	+$30.2K	0.01%	1129
2020 Q4	$44K	Buy	1,050 +584	+125%	+$24.2K	﹤0.01%	1237
2020 Q3	$19K	Buy	+466	New	+$19.6K	﹤0.01%	1425

Other funds holding HMOP

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Next Financial Group's HMOP Position: Q4 2021 in Review

Next Financial Group reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 0.29% in Q4 2021, selling an estimated $209 and leaving 1,744 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Next Financial Group first reported a position in HMOP in Q3 2020 and has held it in 6 quarters since. The position peaked at $74K in Q1 2021. 48 funds tracked by Wall St. Rank hold HMOP as of Q4 2021.

Next Financial Group held 1,744 shares of Hartford Municipal Opportunities ETF worth $73K as of Q4 2021.
Next Financial Group sold 5 Hartford Municipal Opportunities ETF shares in Q4 2021, an estimated $209.
Hartford Municipal Opportunities ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1310 holding.
Next Financial Group first reported a position in Hartford Municipal Opportunities ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's Hartford Municipal Opportunities ETF position peaked at $74K in Q1 2021.
48 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.