Wellington Management Group’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Wellington Management 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
2020 Q2	–	Sell	-122,500	Closed	-$5.01M	–	1898
2020 Q1	$5.01M	Hold	122,500	–	–	﹤0.01%	1190
2019 Q4	$5.11M	Hold	122,500	–	–	﹤0.01%	1328
2019 Q3	$5.13M	Hold	122,500	–	–	﹤0.01%	1345
2019 Q2	$5.09M	Hold	122,500	–	–	﹤0.01%	1373
2019 Q1	$5M	Hold	122,500	–	–	﹤0.01%	1379
2018 Q4	$4.88M	Hold	122,500	–	–	﹤0.01%	1388
2018 Q3	$4.83M	Hold	122,500	–	–	﹤0.01%	1485
2018 Q2	$4.86M	Hold	122,500	–	–	﹤0.01%	1499
2018 Q1	$4.85M	Hold	122,500	–	–	﹤0.01%	1496
2017 Q4	$4.92M	Buy	+122,500	New	+$4.92M	﹤0.01%	1481

Other funds holding HMOP

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

SPIA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wellington Management Group's HMOP Position: Q2 2020 in Review

Wellington Management Group sold out of Hartford Municipal Opportunities ETF (HMOP) in Q2 2020, closing a stake of 122,500 shares — an estimated $5.01M sold.

Wellington Management Group first reported a position in HMOP in Q4 2017 and held it in 10 quarters. The position peaked at $5.13M in Q3 2019. 23 funds tracked by Wall St. Rank hold HMOP as of Q2 2020.

Wellington Management Group reported no remaining Hartford Municipal Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Wellington Management Group sold 122,500 Hartford Municipal Opportunities ETF shares in Q2 2020, an estimated $5.01M.
Wellington Management Group first reported a position in Hartford Municipal Opportunities ETF in Q4 2017 and held it in 10 quarters.
Wellington Management Group's Hartford Municipal Opportunities ETF position peaked at $5.13M in Q3 2019.
23 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2020.

Based on Wellington Management Group's 13F filing for Q2 2020, filed 14 Aug 2020.