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

Raymond James Trust’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 		$379K Hold
9,630
– – 0.01% 919
2024
Q2 		$373K Hold
9,630
– – 0.01% 870
2024
Q1 		$374K Hold
9,630
– – 0.01% 854
2023
Q4 		$375K Hold
9,630
– – 0.01% 818
2023
Q3 		$354K Hold
9,630
– – 0.01% 796
2023
Q2 		$366K Hold
9,630
– – 0.01% 798
2023
Q1 		$368K Sell
9,630
-1,911
-17% -$72.8K 0.01% 771
2022
Q4 		$433K Buy
11,541
+91
+0.8% +$3.38K 0.01% 665
2022
Q3 		$417K Buy
11,450
+1,368
+14% +$52.1K 0.02% 647
2022
Q2 		$381K Buy
+10,082
New +$384K 0.01% 682

Other funds holding HMOP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Raymond James Trust's HMOP Position: Q3 2024 in Review

Raymond James Trust held its Hartford Municipal Opportunities ETF (HMOP) position steady in Q3 2024 at 9,630 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #919.

Raymond James Trust first reported a position in HMOP in Q2 2022 and has held it in 10 quarters since. The position peaked at $433K in Q4 2022. 78 funds tracked by Wall St. Rank hold HMOP as of Q3 2024.

  • Raymond James Trust held 9,630 shares of Hartford Municipal Opportunities ETF worth $379K as of Q3 2024.
  • Raymond James Trust left its Hartford Municipal Opportunities ETF share count unchanged in Q3 2024.
  • Hartford Municipal Opportunities ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #919 holding.
  • Raymond James Trust first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and has held it in 10 quarters since.
  • Raymond James Trust's Hartford Municipal Opportunities ETF position peaked at $433K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.