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SWMG LLC’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

SWMG LLC’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
2022
Q1 		$242K Sell
6,178
-7,717
-56% -$313K 0.13% 60
2021
Q4 		$582K Sell
13,895
-7,466
-35% -$312K 0.31% 47
2021
Q3 		$893K Sell
21,361
-4,932
-19% -$208K 0.52% 35
2021
Q2 		$1.11M Buy
+26,293
New +$1.1M 0.65% 31

Other funds holding HMOP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

SWMG LLC's HMOP Position: Q1 2022 in Review

SWMG LLC reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 56% in Q1 2022, selling an estimated $313K and leaving 6,178 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #60.

SWMG LLC first reported a position in HMOP in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2021. 51 funds tracked by Wall St. Rank hold HMOP as of Q1 2022.

  • SWMG LLC held 6,178 shares of Hartford Municipal Opportunities ETF worth $242K as of Q1 2022.
  • SWMG LLC sold 7,717 Hartford Municipal Opportunities ETF shares in Q1 2022, an estimated $313K.
  • Hartford Municipal Opportunities ETF made up 0.13% of SWMG LLC's portfolio in Q1 2022, its #60 holding.
  • SWMG LLC first reported a position in Hartford Municipal Opportunities ETF in Q2 2021 and has held it in 4 quarters since.
  • SWMG LLC's Hartford Municipal Opportunities ETF position peaked at $1.11M in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2022.

Based on SWMG LLC's 13F filing for Q1 2022, filed 16 May 2022.