Private Portfolio Partners’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Private Portfolio Partners’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
2024 Q4	$1.11M	Buy	28,805 +849	+3%	+$33.1K	0.2%	90
2024 Q3	$1.1M	Buy	27,956 +45	+0.2%	+$1.76K	0.21%	87
2024 Q2	$1.08M	Buy	27,911 +168	+0.6%	+$6.48K	0.88%	32
2024 Q1	$1.08M	Buy	27,743 +51	+0.2%	+$1.98K	0.22%	85
2023 Q4	$1.08M	Buy	27,692 +3,268	+13%	+$122K	0.25%	71
2023 Q3	$899K	Buy	24,424 +9,619	+65%	+$363K	0.23%	78
2023 Q2	$563K	Sell	14,805 -1,306	-8%	-$49.8K	0.14%	118
2023 Q1	$616K	Buy	16,111 +2,883	+22%	+$110K	0.17%	101
2022 Q4	$497K	Buy	13,228 +5,051	+62%	+$187K	0.13%	143
2022 Q3	$298K	Buy	+8,177	New	+$311K	0.08%	191

Other funds holding HMOP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Private Portfolio Partners's HMOP Position: Q4 2024 in Review

Private Portfolio Partners increased its Hartford Municipal Opportunities ETF (HMOP) stake by 3% in Q4 2024, buying an estimated $33.1K and bringing the position to 28,805 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #90.

Private Portfolio Partners first reported a position in HMOP in Q3 2022 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold HMOP as of Q4 2024.

Private Portfolio Partners held 28,805 shares of Hartford Municipal Opportunities ETF worth $1.11M as of Q4 2024.
Private Portfolio Partners bought 849 Hartford Municipal Opportunities ETF shares in Q4 2024, an estimated $33.1K.
Hartford Municipal Opportunities ETF made up 0.2% of Private Portfolio Partners's portfolio in Q4 2024, its #90 holding.
Private Portfolio Partners first reported a position in Hartford Municipal Opportunities ETF in Q3 2022 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.