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Tidemark’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Tidemark’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
2024
Q1 		– Sell
-749
Closed -$29.2K – 712
2023
Q4 		$29.2K Buy
+749
New +$28.1K 0.02% 287

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 $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.09B AUM 23.69% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Tidemark's HMOP Position: Q1 2024 in Review

Tidemark sold out of Hartford Municipal Opportunities ETF (HMOP) in Q1 2024, closing a stake of 749 shares — an estimated $29.2K sold.

Tidemark first reported a position in HMOP in Q4 2023 and held it in 1 quarter. The position peaked at $29.2K in Q4 2023. 69 funds tracked by Wall St. Rank hold HMOP as of Q1 2024.

  • Tidemark reported no remaining Hartford Municipal Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 749 Hartford Municipal Opportunities ETF shares in Q1 2024, an estimated $29.2K.
  • Tidemark first reported a position in Hartford Municipal Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's Hartford Municipal Opportunities ETF position peaked at $29.2K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.