WIM
HMOP icon

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
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

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SPIA
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LWMT
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GA
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AWM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $236M AUM 21.77% 1-Year Est. Return