Steward Partners Investment Advisory’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
721,130
+18,406
| +3% | +$705K | 0.22% | 94 |
|
|
2025
Q1 | $27M | Buy |
702,724
+155,195
| +28% | +$5.97M | 0.24% | 84 |
|
|
2024
Q4 | $21.2M | Buy |
547,529
+20,600
| +4% | +$796K | 0.19% | 109 |
|
|
2024
Q3 | $20.8M | Buy |
526,929
+37,841
| +8% | +$1.49M | 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% | -$496K | 0.02% | 546 |
|
|
2023
Q3 | $2.08M | Buy |
56,479
+9,324
| +20% | +$343K | 0.03% | 465 |
|
|
2023
Q2 | $1.79M | Buy |
47,155
+13,729
| +41% | +$522K | 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% | +$676 | 0.02% | 591 |
|
|
2022
Q3 | $1.23M | Buy |
33,783
+16,906
| +100% | +$616K | 0.02% | 559 |
|
|
2022
Q2 | $638K | Sell |
16,877
-29,158
| -63% | -$1.1M | 0.01% | 775 |
|
|
2022
Q1 | $1.81M | Sell |
46,035
-92,534
| -67% | -$3.63M | 0.03% | 511 |
|
|
2021
Q4 | $5.8M | Buy |
138,569
+3,596
| +3% | +$151K | 0.09% | 237 |
|
|
2021
Q3 | $5.64M | Buy |
134,973
+3,763
| +3% | +$157K | 0.1% | 232 |
|
|
2021
Q2 | $5.53M | Buy |
131,210
+12,396
| +10% | +$522K | 0.09% | 225 |
|
|
2021
Q1 | $4.94M | Buy |
118,814
+7,214
| +6% | +$300K | 0.09% | 244 |
|
|
2020
Q4 | $4.67M | Buy |
111,600
+10,182
| +10% | +$426K | 0.1% | 206 |
|
|
2020
Q3 | $4.17M | Buy |
101,418
+5,872
| +6% | +$241K | 0.11% | 206 |
|
|
2020
Q2 | $4M | Buy |
95,546
+15,135
| +19% | +$633K | 0.11% | 191 |
|
|
2020
Q1 | $3.3M | Buy |
80,411
+49,688
| +162% | +$2.04M | 0.12% | 183 |
|
|
2019
Q4 | $1.28M | Buy |
30,723
+1,798
| +6% | +$75.1K | 0.04% | 388 |
|
|
2019
Q3 | $1.21M | Buy |
28,925
+3,561
| +14% | +$149K | 0.04% | 365 |
|
|
2019
Q2 | $1.05M | Buy |
+25,364
| New | +$1.05M | 0.04% | 379 |
|