Sterling Investment Counsel’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Sterling Investment Counsel’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
2025 Q4	–	Sell	-175,912	Closed	-$6.86M	–	189
2025 Q3	$6.86M	Buy	175,912 +135,211	+332%	+$5.2M	2.2%	10
2025 Q2	$1.56M	Sell	40,701 -122,596	-75%	-$4.67M	0.91%	21
2025 Q1	$6.28M	Buy	163,297 +126,778	+347%	+$4.91M	2.15%	9
2024 Q4	$1.41M	Sell	36,519 -87,529	-71%	-$3.42M	0.93%	21
2024 Q3	$4.89M	Buy	124,048 +6,744	+6%	+$264K	1.74%	13
2024 Q2	$4.54M	Buy	117,304 +17,922	+18%	+$692K	1.79%	12
2024 Q1	$3.86M	Buy	99,382 +3,069	+3%	+$119K	1.78%	13
2023 Q4	$3.75M	Sell	96,313 -1,336	-1%	-$50.1K	1.91%	12
2023 Q3	$3.59M	Buy	97,649 +5,559	+6%	+$210K	2.06%	10
2023 Q2	$3.5M	Buy	+92,090	New	+$3.51M	1.89%	10

Other funds holding HMOP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LWMT

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sterling Investment Counsel's HMOP Position: Q4 2025 in Review

Sterling Investment Counsel sold out of Hartford Municipal Opportunities ETF (HMOP) in Q4 2025, closing a stake of 175,912 shares — an estimated $6.86M sold.

Sterling Investment Counsel first reported a position in HMOP in Q2 2023 and held it in 10 quarters. The position peaked at $6.86M in Q3 2025. 109 funds tracked by Wall St. Rank hold HMOP as of Q4 2025.

Sterling Investment Counsel reported no remaining Hartford Municipal Opportunities ETF position as of Q4 2025 after selling out during the quarter.
Sterling Investment Counsel sold 175,912 Hartford Municipal Opportunities ETF shares in Q4 2025, an estimated $6.86M.
Sterling Investment Counsel first reported a position in Hartford Municipal Opportunities ETF in Q2 2023 and held it in 10 quarters.
Sterling Investment Counsel's Hartford Municipal Opportunities ETF position peaked at $6.86M in Q3 2025.
109 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2025.

Based on Sterling Investment Counsel's 13F filing for Q4 2025, filed 27 Jan 2026.