PCG
HMOP icon

Prosperity Consulting Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Prosperity Consulting 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
2022
Q2 		– Sell
-6,254
Closed -$245K – 91
2022
Q1 		$245K Sell
6,254
-1,409
-18% -$57.2K 0.18% 87
2021
Q4 		$314K Buy
+7,663
New +$320K 0.24% 76

Other funds holding HMOP

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Avantax Advisory Services
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 22.9% 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

Prosperity Consulting Group's HMOP Position: Q2 2022 in Review

Prosperity Consulting Group sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2022, closing a stake of 6,254 shares — an estimated $245K sold.

Prosperity Consulting Group first reported a position in HMOP in Q4 2021 and held it in 2 quarters. The position peaked at $314K in Q4 2021. 61 funds tracked by Wall St. Rank hold HMOP as of Q2 2022.

  • Prosperity Consulting Group reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Prosperity Consulting Group sold 6,254 Hartford Municipal Opportunities ETF shares in Q2 2022, an estimated $245K.
  • Prosperity Consulting Group first reported a position in Hartford Municipal Opportunities ETF in Q4 2021 and held it in 2 quarters.
  • Prosperity Consulting Group's Hartford Municipal Opportunities ETF position peaked at $314K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2022.

Based on Prosperity Consulting Group's 13F filing for Q2 2022, filed 25 Jul 2022.