Spire Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-661	Closed	-$25.3K	–	2453
2023 Q1	$25.3K	Buy	+661	New	+$25.2K	﹤0.01%	1523
2022 Q4	–	Sell	-2,099	Closed	-$76K	–	2354
2022 Q3	$76K	Hold	2,099	–	–	﹤0.01%	797
2022 Q2	$79K	Hold	2,099	–	–	﹤0.01%	1119
2022 Q1	$82K	Hold	2,099	–	–	﹤0.01%	1241
2021 Q4	$88K	Hold	2,099	–	–	﹤0.01%	1454
2021 Q3	$88K	Hold	2,099	–	–	﹤0.01%	1241
2021 Q2	$88K	Buy	+2,099	New	+$88.1K	﹤0.01%	1226

Other funds holding HMOP

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Spire Wealth Management's HMOP Position: Q2 2023 in Review

Spire Wealth Management sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2023, closing a stake of 661 shares — an estimated $25.3K sold.

Spire Wealth Management first reported a position in HMOP in Q2 2021 and held it in 7 quarters. The position peaked at $88K in Q4 2021. 62 funds tracked by Wall St. Rank hold HMOP as of Q2 2023.

Spire Wealth Management reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 661 Hartford Municipal Opportunities ETF shares in Q2 2023, an estimated $25.3K.
Spire Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q2 2021 and held it in 7 quarters.
Spire Wealth Management's Hartford Municipal Opportunities ETF position peaked at $88K in Q4 2021.
62 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.