UBS Group

UBS Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

UBS Group’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 Q1	$194	Sell	5 -390	-99%	-$15.4K	﹤0.01%	10038
2025 Q4	$15.4K	Buy	+395	New	+$15.5K	﹤0.01%	7961
2025 Q3	–	Sell	-282	Closed	-$10.8K	–	10558
2025 Q2	$10.8K	Buy	+282	New	+$10.7K	﹤0.01%	8819
2025 Q1	–	Sell	-2,758	Closed	-$107K	–	10438
2024 Q4	$107K	Buy	+2,758	New	+$108K	﹤0.01%	6832
2023 Q2	–	Sell	-1,516	Closed	-$57.9K	–	9204
2023 Q1	$57.9K	Sell	1,516 -1,225	-45%	-$46.7K	﹤0.01%	6337
2022 Q4	$103K	Buy	2,741 +864	+46%	+$32.1K	﹤0.01%	6071
2022 Q3	$68K	Buy	+1,877	New	+$71.4K	﹤0.01%	6055
2021 Q3	–	Sell	-181	Closed	-$8K	–	9764
2021 Q2	$8K	Buy	+181	New	+$7.6K	﹤0.01%	8242
2020 Q4	–	Sell	-25	Closed	-$1K	–	8534
2020 Q3	$1K	Buy	+25	New	+$1.05K	﹤0.01%	7793
2019 Q4	–	Sell	-1,012	Closed	-$42K	–	8240
2019 Q3	$42K	Buy	+1,012	New	+$42.5K	﹤0.01%	6294

Other funds holding HMOP

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return