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Summit Financial’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Summit Financial’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 		$811K Sell
20,652
-1,550
-7% -$60.6K 0.01% 908
2026
Q1 		$863K Buy
+22,202
New +$874K 0.01% 824

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Summit Financial's HMOP Position: Q2 2026 in Review

Summit Financial reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 7% in Q2 2026, selling an estimated $60.6K and leaving 20,652 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #908.

Summit Financial first reported a position in HMOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $863K in Q1 2026. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Summit Financial held 20,652 shares of Hartford Municipal Opportunities ETF worth $811K as of Q2 2026.
  • Summit Financial sold 1,550 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $60.6K.
  • Hartford Municipal Opportunities ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #908 holding.
  • Summit Financial first reported a position in Hartford Municipal Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's Hartford Municipal Opportunities ETF position peaked at $863K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.