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Steward Partners Investment Advisory’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$31.6M Sell
807,346
-5,608
-0.7% -$219K 0.16% 125
2026
Q1 		$31.5M Buy
812,954
+42,893
+6% +$1.69M 0.16% 116
2025
Q4 		$30.1M Buy
770,061
+15,325
+2% +$600K 0.17% 116
2025
Q3 		$29.4M Buy
754,736
+33,606
+5% +$1.29M 0.17% 111
2025
Q2 		$27.6M Buy
721,130
+18,406
+3% +$701K 0.22% 94
2025
Q1 		$27M Buy
702,724
+155,195
+28% +$6.01M 0.24% 84
2024
Q4 		$21.2M Buy
547,529
+20,600
+4% +$804K 0.19% 109
2024
Q3 		$20.8M Buy
526,929
+37,841
+8% +$1.48M 0.19% 115
2024
Q2 		$18.9M Buy
489,088
+8,643
+2% +$334K 0.2% 101
2024
Q1 		$18.7M Buy
480,445
+436,695
+998% +$17M 0.21% 101
2023
Q4 		$1.7M Sell
43,750
-12,729
-23% -$477K 0.02% 546
2023
Q3 		$2.08M Buy
56,479
+9,324
+20% +$352K 0.03% 465
2023
Q2 		$1.79M Buy
47,155
+13,729
+41% +$523K 0.03% 515
2023
Q1 		$1.28M Sell
33,426
-375
-1% -$14.3K 0.02% 611
2022
Q4 		$1.27M Buy
33,801
+18
+0.1% +$668 0.02% 591
2022
Q3 		$1.23M Buy
33,783
+16,906
+100% +$643K 0.02% 559
2022
Q2 		$638K Sell
16,877
-29,158
-63% -$1.11M 0.01% 775
2022
Q1 		$1.81M Sell
46,035
-92,534
-67% -$3.75M 0.03% 511
2021
Q4 		$5.8M Buy
138,569
+3,596
+3% +$150K 0.09% 237
2021
Q3 		$5.64M Buy
134,973
+3,763
+3% +$159K 0.1% 232
2021
Q2 		$5.53M Buy
131,210
+12,396
+10% +$520K 0.09% 225
2021
Q1 		$4.94M Buy
118,814
+7,214
+6% +$302K 0.09% 244
2020
Q4 		$4.67M Buy
111,600
+10,182
+10% +$421K 0.1% 206
2020
Q3 		$4.17M Buy
101,418
+5,872
+6% +$248K 0.11% 206
2020
Q2 		$4M Buy
95,546
+15,135
+19% +$621K 0.11% 191
2020
Q1 		$3.3M Buy
80,411
+49,688
+162% +$2.08M 0.12% 183
2019
Q4 		$1.28M Buy
30,723
+1,798
+6% +$75.4K 0.04% 388
2019
Q3 		$1.21M Buy
28,925
+3,561
+14% +$150K 0.04% 365
2019
Q2 		$1.05M Buy
+25,364
New +$1.05M 0.04% 379

Other funds holding HMOP

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Steward Partners Investment Advisory's HMOP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 0.69% in Q2 2026, selling an estimated $219K and leaving 807,346 shares worth $31.6M. The position accounts for 0.16% of the portfolio, ranked #125.

Steward Partners Investment Advisory first reported a position in HMOP in Q2 2019 and has held it in 29 quarters since. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Steward Partners Investment Advisory held 807,346 shares of Hartford Municipal Opportunities ETF worth $31.6M as of Q2 2026.
  • Steward Partners Investment Advisory sold 5,608 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $219K.
  • Hartford Municipal Opportunities ETF made up 0.16% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #125 holding.
  • Steward Partners Investment Advisory first reported a position in Hartford Municipal Opportunities ETF in Q2 2019 and has held it in 29 quarters since.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.