Montis Financial »

Hartford Fds Exchange Trade mun oportunite shares owned by Montis Financial

Quarter-by-quarter ownership of Hartford Fds Exchange Trade mun oportunite (HMOP) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Hartford Fds Exchange Trade mun oportunite

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade mun oportunite held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hartford Fds Exchange Trade mun oportunite by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 83k 38.97
2025-06-30 $4.2M 110k 38.28
2025-03-31 $5.8M 151k 38.45
2024-12-31 $7.3M 190k 38.66

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Hartford Fds Exchange Trade mun oportunite

Northwestern Mutual Wealth Management Company
Raymond James Financial
LPL Financial
Steward Partners Investment Advisory
Legacy Wealth Management
Goldstein Advisors
Apollon Wealth Management
Colony
HighTower Advisors
Johnson & White Wealth Management
ERn Financial
Cetera Investment Advisers
Sterling Investment Counsel
Honkamp Krueger Financial Services
GGM Financials

View all funds holding Hartford Fds Exchange Trade mun oportunite