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Pinnacle Private Wealth’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Pinnacle Private 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
2022
Q2 		$482K Sell
12,762
-4,600
-26% -$175K 0.19% 127
2022
Q1 		$681K Buy
17,362
+700
+4% +$28.4K 0.21% 110
2021
Q4 		$697K Buy
+16,662
New +$696K 0.22% 112

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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Pinnacle Private Wealth's HMOP Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 26% in Q2 2022, selling an estimated $175K and leaving 12,762 shares worth $482K. The position accounts for 0.19% of the portfolio, ranked #127.

Pinnacle Private Wealth first reported a position in HMOP in Q4 2021 and has held it in 3 quarters since. The position peaked at $697K in Q4 2021. 61 funds tracked by Wall St. Rank hold HMOP as of Q2 2022.

  • Pinnacle Private Wealth held 12,762 shares of Hartford Municipal Opportunities ETF worth $482K as of Q2 2022.
  • Pinnacle Private Wealth sold 4,600 Hartford Municipal Opportunities ETF shares in Q2 2022, an estimated $175K.
  • Hartford Municipal Opportunities ETF made up 0.19% of Pinnacle Private Wealth's portfolio in Q2 2022, its #127 holding.
  • Pinnacle Private Wealth first reported a position in Hartford Municipal Opportunities ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Hartford Municipal Opportunities ETF position peaked at $697K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.