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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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