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
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

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

Thrive Wealth Management's HMOP Position: Q2 2026 in Review

Thrive Wealth Management increased its Hartford Municipal Opportunities ETF (HMOP) stake by 27% in Q2 2026, buying an estimated $463K and bringing the position to 55,560 shares worth $2.17M. The position accounts for 0.28% of the portfolio, ranked #45.

Thrive Wealth Management first reported a position in HMOP in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.9M in Q1 2022. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

  • Thrive Wealth Management held 55,560 shares of Hartford Municipal Opportunities ETF worth $2.17M as of Q2 2026.
  • Thrive Wealth Management bought 11,854 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $463K.
  • Hartford Municipal Opportunities ETF made up 0.28% of Thrive Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Thrive Wealth Management first reported a position in Hartford Municipal Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
  • Thrive Wealth Management's Hartford Municipal Opportunities ETF position peaked at $10.9M in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.