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OFS
OneAscent Financial Services’s
Hartford Municipal Opportunities ETF
HMOP
Stock Holding History
OneAscent Financial Services’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
$1.09M
Buy
28,197
+2,889
+11%
+$114K
0.06%
200
2025
Q4
$990K
Buy
25,308
+6,542
+35%
+$256K
0.09%
149
2025
Q3
$731K
Buy
18,766
+10,344
+123%
+$398K
0.09%
178
2025
Q2
$322K
Hold
8,422
–
–
0.02%
394
2025
Q1
$324K
Buy
8,422
+258
+3%
+$9.99K
0.02%
398
2024
Q4
$316K
Buy
+8,164
New
+$319K
0.03%
349
2024
Q3
–
Sell
-6,041
Closed
-$234K
–
249
2024
Q2
$234K
Buy
6,041
+304
+5%
+$11.7K
0.03%
216
2024
Q1
$223K
Hold
5,737
–
–
0.02%
344
2023
Q4
$224K
Buy
5,737
+41
+0.7%
+$1.54K
0.03%
326
2023
Q3
$210K
Buy
+5,696
New
+$215K
0.05%
247
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$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
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$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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