Westside Investment Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Westside Investment Management’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 Q2	$1.03M	Sell	26,329 -650	-2%	-$25.4K	0.14%	140
2026 Q1	$1.05M	Sell	26,979 -400	-1%	-$15.8K	0.16%	135
2025 Q4	$1.07M	Hold	27,379	–	–	0.17%	123
2025 Q3	$1.07M	Sell	27,379 -300	-1%	-$11.5K	0.17%	119
2025 Q2	$1.06M	Sell	27,679 -2,880	-9%	-$110K	0.2%	112
2025 Q1	$1.18M	Hold	30,559	–	–	0.25%	100
2024 Q4	$1.18M	Sell	30,559 -300	-1%	-$11.7K	0.25%	100
2024 Q3	$1.21M	Buy	30,859 +3,299	+12%	+$129K	0.26%	100
2024 Q2	$1.07M	Buy	27,560 +5,310	+24%	+$205K	0.24%	102
2024 Q1	$863K	Buy	22,250 +3,000	+16%	+$116K	0.21%	115
2023 Q4	$750K	Buy	19,250 +810	+4%	+$30.4K	0.19%	116
2023 Q3	$679K	Buy	+18,440	New	+$696K	0.2%	115

Other funds holding HMOP

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LWMT

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Westside Investment Management's HMOP Position: Q2 2026 in Review

Westside Investment Management reduced its Hartford Municipal Opportunities ETF (HMOP) stake by 2.4% in Q2 2026, selling an estimated $25.4K and leaving 26,329 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #140.

Westside Investment Management first reported a position in HMOP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2024. 126 funds tracked by Wall St. Rank hold HMOP as of Q2 2026.

Westside Investment Management held 26,329 shares of Hartford Municipal Opportunities ETF worth $1.03M as of Q2 2026.
Westside Investment Management sold 650 Hartford Municipal Opportunities ETF shares in Q2 2026, an estimated $25.4K.
Hartford Municipal Opportunities ETF made up 0.14% of Westside Investment Management's portfolio in Q2 2026, its #140 holding.
Westside Investment Management first reported a position in Hartford Municipal Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
Westside Investment Management's Hartford Municipal Opportunities ETF position peaked at $1.21M in Q3 2024.
126 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.