HMOP — HARTFORD MUN

Ownership history in Wiser Advisor Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in HARTFORD MUN (HMOP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.27% (2025 Q3)
Avg. % of fund
2.19%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,063 +202 +0.4% 2.11% $1.8M $38.89
2025 Q3 INITIATED 46,861 — — 2.27% $1.8M $38.41
% of Fund (quarterly)    HMOP price (monthly, adj. close)

Other funds also holding HMOP

As of 2025 Q4 — sorted by position size

Johnson & White Wealth Management, LLC 3Y 4.34% GGM Financials LLC 3.33% Blue Water Asset Management 3.12% Anderson Financial Strategies, LLC 2.84% Goldstein Advisors, LLC 3Y 2.28% ERn Financial, LLC 3Y 7Y 1.54% Cedar Point Capital Partners, LLC 1.35% Legacy Wealth Management, Inc 3Y 7Y 1.34% Bernardo Wealth Planning LLC 3Y 7Y 0.96% Landmark Wealth Management, LLC 3Y 0.81%
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