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Simplicity Solutions’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Simplicity Solutions’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
2023
Q4 		$235K Hold
6,030
– – 0.01% 917
2023
Q3 		$222K Sell
6,030
-981
-14% -$37K 0.01% 872
2023
Q2 		$267K Buy
7,011
+1,405
+25% +$53.6K 0.01% 871
2023
Q1 		$214K Buy
+5,606
New +$214K 0.01% 988

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Simplicity Solutions's HMOP Position: Q4 2023 in Review

Simplicity Solutions held its Hartford Municipal Opportunities ETF (HMOP) position steady in Q4 2023 at 6,030 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #917.

Simplicity Solutions first reported a position in HMOP in Q1 2023 and has held it in 4 quarters since. The position peaked at $267K in Q2 2023. 71 funds tracked by Wall St. Rank hold HMOP as of Q4 2023.

  • Simplicity Solutions held 6,030 shares of Hartford Municipal Opportunities ETF worth $235K as of Q4 2023.
  • Simplicity Solutions left its Hartford Municipal Opportunities ETF share count unchanged in Q4 2023.
  • Hartford Municipal Opportunities ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #917 holding.
  • Simplicity Solutions first reported a position in Hartford Municipal Opportunities ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Hartford Municipal Opportunities ETF position peaked at $267K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.