SW
HMOP icon

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

Simplicity Wealth’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 		– Sell
-11,771
Closed -$456K – 794
2024
Q2 		$456K Buy
11,771
+4,811
+69% +$186K 0.01% 793
2024
Q1 		$270K Buy
+6,960
New +$270K 0.01% 955

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

Simplicity Wealth's HMOP Position: Q3 2024 in Review

Simplicity Wealth sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2024, closing a stake of 11,771 shares — an estimated $456K sold.

Simplicity Wealth first reported a position in HMOP in Q1 2024 and held it in 2 quarters. The position peaked at $456K in Q2 2024. 78 funds tracked by Wall St. Rank hold HMOP as of Q3 2024.

  • Simplicity Wealth reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,771 Hartford Municipal Opportunities ETF shares in Q3 2024, an estimated $456K.
  • Simplicity Wealth first reported a position in Hartford Municipal Opportunities ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Hartford Municipal Opportunities ETF position peaked at $456K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.