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

Raymond James Financial’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 Q3	$52.3M	Sell	1,418,073 -223,589	-14%	-$8.59M	0.01%	894
2026 Q2	$64.3M	Buy	1,641,662 +79,204	+5%	+$3.09M	0.02%	802
2026 Q1	$60.5M	Buy	1,562,458 +166,797	+12%	+$6.57M	0.02%	758
2025 Q4	$54.6M	Buy	1,395,661 +372,555	+36%	+$14.6M	0.02%	777
2025 Q3	$39.9M	Sell	1,023,106 -163,210	-14%	-$6.27M	0.01%	943
2025 Q2	$45.4M	Buy	1,186,316 +41,834	+4%	+$1.59M	0.02%	816
2025 Q1	$44M	Buy	1,144,482 +17,691	+2%	+$685K	0.02%	793
2024 Q4	$43.6M	Buy	+1,126,791	New	+$44M	0.02%	799

Other funds holding HMOP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Raymond James Financial's HMOP Position: Q3 2026 in Review

Raymond James Financial reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 14% in Q3 2026, selling an estimated $8.59M and leaving 1,418,073 shares worth $52.3M. The position accounts for 0.01% of the portfolio, ranked #894.

Raymond James Financial first reported a position in HMOP in Q4 2024 and has held it in 8 quarters since. The position peaked at $64.3M in Q2 2026. 102 funds tracked by Wall St. Rank hold HMOP as of Q3 2026.

Raymond James Financial held 1,418,073 shares of Hartford Municipal Opportunities ETF worth $52.3M as of Q3 2026.
Raymond James Financial sold 223,589 Hartford Municipal Opportunities ETF shares in Q3 2026, an estimated $8.59M.
Hartford Municipal Opportunities ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #894 holding.
Raymond James Financial first reported a position in Hartford Municipal Opportunities ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Hartford Municipal Opportunities ETF position peaked at $64.3M in Q2 2026.
102 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.