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Wagner Wealth Management (South Carolina)’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-260
Closed -$10.1K – 267
2024
Q1 		$10.1K Hold
260
– – ﹤0.01% 208
2023
Q4 		$10.1K Hold
260
– – ﹤0.01% 198
2023
Q3 		$9.55K Hold
260
– – ﹤0.01% 172
2023
Q2 		$9.87K Hold
260
– – ﹤0.01% 179
2023
Q1 		$9.92K Hold
260
– – ﹤0.01% 178
2022
Q4 		$9.75K Hold
260
– – 0.01% 188
2022
Q3 		$9K Hold
260
– – 0.01% 436
2022
Q2 		$10K Hold
260
– – 0.01% 441
2022
Q1 		$10K Hold
260
– – 0.01% 182
2021
Q4 		$11K Hold
260
– – 0.01% 479
2021
Q3 		$11K Hold
260
– – 0.01% 458
2021
Q2 		$11K Sell
260
-875
-77% -$36.7K 0.01% 481
2021
Q1 		$47K Buy
+1,135
New +$47.5K 0.04% 236
2018
Q3 		$120K Buy
+3,050
New +$121K 0.08% 175

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 $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HMOP Position: Q2 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2024, closing a stake of 260 shares — an estimated $10.1K sold.

Wagner Wealth Management (South Carolina) first reported a position in HMOP in Q3 2018 and held it in 14 quarters. The position peaked at $120K in Q3 2018. 76 funds tracked by Wall St. Rank hold HMOP as of Q2 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 260 Hartford Municipal Opportunities ETF shares in Q2 2024, an estimated $10.1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Hartford Municipal Opportunities ETF in Q3 2018 and held it in 14 quarters.
  • Wagner Wealth Management (South Carolina)'s Hartford Municipal Opportunities ETF position peaked at $120K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2024, filed 18 Jul 2024.