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Raymond James Financial Services Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$38.9M Sell
987,989
-393,194
-28% -$15.4M 0.05% 335
2024
Q2 		$53.5M Buy
1,381,183
+70,522
+5% +$2.72M 0.08% 244
2024
Q1 		$50.9M Sell
1,310,661
-384,639
-23% -$14.9M 0.08% 250
2023
Q4 		$66M Buy
1,695,300
+174,129
+11% +$6.53M 0.11% 183
2023
Q3 		$56M Buy
1,521,171
+35,372
+2% +$1.34M 0.1% 197
2023
Q2 		$56.5M Buy
1,485,799
+122,601
+9% +$4.67M 0.1% 197
2023
Q1 		$52.1M Buy
1,363,198
+41,971
+3% +$1.6M 0.1% 204
2022
Q4 		$49.6M Buy
1,321,227
+102,709
+8% +$3.81M 0.1% 206
2022
Q3 		$44.4M Buy
1,218,518
+388,312
+47% +$14.8M 0.1% 204
2022
Q2 		$31.4M Buy
830,206
+66,611
+9% +$2.54M 0.07% 282
2022
Q1 		$30M Buy
763,595
+95,753
+14% +$3.88M 0.06% 327
2021
Q4 		$28M Buy
667,842
+178,639
+37% +$7.46M 0.05% 351
2021
Q3 		$20.4M Buy
489,203
+60,391
+14% +$2.55M 0.04% 438
2021
Q2 		$18.1M Buy
428,812
+30,941
+8% +$1.3M 0.04% 468
2021
Q1 		$16.5M Buy
397,871
+84,720
+27% +$3.54M 0.04% 452
2020
Q4 		$13.1M Buy
313,151
+286,989
+1,097% +$11.9M 0.03% 469
2020
Q3 		$1.08M Buy
26,162
+10,312
+65% +$435K ﹤0.01% 1510
2020
Q2 		$663K Buy
15,850
+8,222
+108% +$337K ﹤0.01% 1741
2020
Q1 		$313K Sell
7,628
-24,615
-76% -$1.03M ﹤0.01% 1830
2019
Q4 		$1.35M Buy
32,243
+5,530
+21% +$232K ﹤0.01% 1373
2019
Q3 		$1.12M Buy
26,713
+16,330
+157% +$686K ﹤0.01% 1408
2019
Q2 		$431K Buy
+10,383
New +$428K ﹤0.01% 2023

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
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
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Raymond James Financial Services Advisors's HMOP Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 28% in Q3 2024, selling an estimated $15.4M and leaving 987,989 shares worth $38.9M. The position accounts for 0.05% of the portfolio, ranked #335.

Raymond James Financial Services Advisors first reported a position in HMOP in Q2 2019 and has held it in 22 quarters since. The position peaked at $66M in Q4 2023. 78 funds tracked by Wall St. Rank hold HMOP as of Q3 2024.

  • Raymond James Financial Services Advisors held 987,989 shares of Hartford Municipal Opportunities ETF worth $38.9M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 393,194 Hartford Municipal Opportunities ETF shares in Q3 2024, an estimated $15.4M.
  • Hartford Municipal Opportunities ETF made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #335 holding.
  • Raymond James Financial Services Advisors first reported a position in Hartford Municipal Opportunities ETF in Q2 2019 and has held it in 22 quarters since.
  • Raymond James Financial Services Advisors's Hartford Municipal Opportunities ETF position peaked at $66M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.