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WCG Wealth Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

WCG Wealth Advisors’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
2022
Q3 		– Sell
-6,952
Closed -$263K – 296
2022
Q2 		$263K Buy
+6,952
New +$265K 0.04% 229

Other funds holding HMOP

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
Gratus Capital
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WCG Wealth Advisors's HMOP Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Hartford Municipal Opportunities ETF (HMOP) in Q3 2022, closing a stake of 6,952 shares — an estimated $263K sold.

WCG Wealth Advisors first reported a position in HMOP in Q2 2022 and held it in 1 quarter. The position peaked at $263K in Q2 2022. 53 funds tracked by Wall St. Rank hold HMOP as of Q3 2022.

  • WCG Wealth Advisors reported no remaining Hartford Municipal Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 6,952 Hartford Municipal Opportunities ETF shares in Q3 2022, an estimated $263K.
  • WCG Wealth Advisors first reported a position in Hartford Municipal Opportunities ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Hartford Municipal Opportunities ETF position peaked at $263K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.