TWM
HMOP icon

Thrive Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Thrive Wealth Management’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
Q3 		$2.63M Buy
71,281
+15,721
+28% +$604K 0.33% 37
2026
Q2 		$2.17M Buy
55,560
+11,854
+27% +$463K 0.28% 45
2026
Q1 		$1.69M Sell
43,706
-627
-1% -$24.7K 0.25% 47
2025
Q4 		$1.73M Buy
44,333
+229
+0.5% +$8.97K 0.25% 48
2025
Q3 		$1.72M Sell
44,104
-2,123
-5% -$81.6K 0.26% 44
2025
Q2 		$1.77M Buy
46,227
+20,374
+79% +$776K 0.29% 43
2025
Q1 		$994K Buy
25,853
+3,110
+14% +$120K 0.19% 69
2024
Q4 		$879K Buy
22,743
+8,476
+59% +$331K 0.16% 78
2024
Q3 		$562K Sell
14,267
-694
-5% -$27.1K 0.1% 102
2024
Q2 		$579K Sell
14,961
-1,037
-6% -$40K 0.11% 98
2024
Q1 		$621K Sell
15,998
-5,678
-26% -$220K 0.13% 94
2023
Q4 		$844K Buy
21,676
+886
+4% +$33.2K 0.19% 71
2023
Q3 		$765K Buy
20,790
+200
+1% +$7.55K 0.2% 69
2023
Q2 		$783K Sell
20,590
-1,754
-8% -$66.9K 0.2% 70
2023
Q1 		$854K Sell
22,344
-391
-2% -$14.9K 0.22% 61
2022
Q4 		$854K Buy
22,735
+13,046
+135% +$484K 0.24% 47
2022
Q3 		$353K Sell
9,689
-8,095
-46% -$308K 0.12% 102
2022
Q2 		$672K Sell
17,784
-261,010
-94% -$9.95M 0.23% 51
2022
Q1 		$10.9M Buy
+278,794
New +$11.3M 3.23% 6

Other funds holding HMOP

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Thrive Wealth Management's HMOP Position: Q3 2026 in Review

Thrive Wealth Management increased its Hartford Municipal Opportunities ETF (HMOP) stake by 28% in Q3 2026, buying an estimated $604K and bringing the position to 71,281 shares worth $2.63M. The position accounts for 0.33% of the portfolio, ranked #37.

Thrive Wealth Management first reported a position in HMOP in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.9M in Q1 2022. 13 funds tracked by Wall St. Rank hold HMOP as of Q3 2026.

  • Thrive Wealth Management held 71,281 shares of Hartford Municipal Opportunities ETF worth $2.63M as of Q3 2026.
  • Thrive Wealth Management bought 15,721 Hartford Municipal Opportunities ETF shares in Q3 2026, an estimated $604K.
  • Hartford Municipal Opportunities ETF made up 0.33% of Thrive Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Thrive Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 19 quarters since.
  • Thrive Wealth Management's Hartford Municipal Opportunities ETF position peaked at $10.9M in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.