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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	27,982 -215	-0.8%	-$8.4K	0.05%	214
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	0.05%	238
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

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OneAscent Financial Services's HMOP Position: Q2 2026 in Review

OneAscent Financial Services reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 0.76% in Q2 2026, selling an estimated $8.4K and leaving 27,982 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #214.

OneAscent Financial Services first reported a position in HMOP in Q3 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

OneAscent Financial Services held 27,982 shares of Hartford Municipal Opportunities ETF worth $1.1M as of Q2 2026.
OneAscent Financial Services sold 215 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $8.4K.
Hartford Municipal Opportunities ETF made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #214 holding.
OneAscent Financial Services first reported a position in Hartford Municipal Opportunities ETF in Q3 2023 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.