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Willis Johnson & Associates’s Hartford Municipal Opportunities ETF HMOP Stock Holding History

Willis Johnson & Associates’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
2023
Q4 		– Sell
-131,115
Closed -$4.83M – 147
2023
Q3 		$4.83M Buy
131,115
+25,071
+24% +$946K 0.49% 34
2023
Q2 		$4.03M Buy
106,044
+4,265
+4% +$163K 0.43% 34
2023
Q1 		$3.89M Buy
101,779
+320
+0.3% +$12.2K 0.46% 34
2022
Q4 		$3.81M Sell
101,459
-1,859
-2% -$69K 0.5% 32
2022
Q3 		$3.77M Sell
103,318
-8,824
-8% -$336K 0.55% 30
2022
Q2 		$4.24M Sell
112,142
-17,924
-14% -$684K 0.59% 30
2022
Q1 		$5.1M Sell
130,066
-19,501
-13% -$791K 0.67% 26
2021
Q4 		$6.26M Buy
149,567
+3,646
+2% +$152K 0.81% 25
2021
Q3 		$6.1M Buy
145,921
+7,871
+6% +$332K 0.85% 26
2021
Q2 		$5.81M Buy
138,050
+15,072
+12% +$633K 0.82% 23
2021
Q1 		$5.12M Buy
122,978
+14,722
+14% +$616K 0.78% 24
2020
Q4 		$4.53M Buy
+108,256
New +$4.48M 0.76% 26

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Willis Johnson & Associates's HMOP Position: Q4 2023 in Review

Willis Johnson & Associates sold out of Hartford Municipal Opportunities ETF (HMOP) in Q4 2023, closing a stake of 131,115 shares — an estimated $4.83M sold.

Willis Johnson & Associates first reported a position in HMOP in Q4 2020 and held it in 12 quarters. The position peaked at $6.26M in Q4 2021. 71 funds tracked by Wall St. Rank hold HMOP as of Q4 2023.

  • Willis Johnson & Associates reported no remaining Hartford Municipal Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Willis Johnson & Associates sold 131,115 Hartford Municipal Opportunities ETF shares in Q4 2023, an estimated $4.83M.
  • Willis Johnson & Associates first reported a position in Hartford Municipal Opportunities ETF in Q4 2020 and held it in 12 quarters.
  • Willis Johnson & Associates's Hartford Municipal Opportunities ETF position peaked at $6.26M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Hartford Municipal Opportunities ETF as of Q4 2023.

Based on Willis Johnson & Associates's 13F filing for Q4 2023, filed 12 Jan 2024.