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Sunbelt Securities’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Sunbelt Securities’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
2023
Q3 		– Sell
-342
Closed -$13K – 1793
2023
Q2 		$13K Buy
+342
New +$13K ﹤0.01% 1118

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's HMOP Position: Q3 2023 in Review

Sunbelt Securities sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2023, closing a stake of 342 shares — an estimated $13K sold.

Sunbelt Securities first reported a position in HMOP in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 67 funds tracked by Wall St. Rank hold HMOP as of Q3 2023.

  • Sunbelt Securities reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 342 Hartford Municipal Opportunities ETF shares in Q3 2023, an estimated $13K.
  • Sunbelt Securities first reported a position in Hartford Municipal Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Sunbelt Securities's Hartford Municipal Opportunities ETF position peaked at $13K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.