Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
US ˙ ARCA

SecurityHMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
InstitutionRetirement Planning Group
Latest Disclosed Ownership101,917 shares
Latest Disclosed Value $ 3,948,282
Retirement Planning Group reports 31.84% increase in ownership of HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 101,917 shares of Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (US:HMOP) valued at $3,948,265 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 77,305 shares of Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF. This represents a change in shares of 31.84% during the quarter. The current value of the position is $3,993,108 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 101,917 24,612 31.84 3,948 30.60 0.1223
2026-02-03 2025-12-31 13F HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 77,305 11,957 18.30 3,023 18.74 0.0993
2025-10-27 2025-09-30 13F HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 65,348 15,967 32.33 2,547 34.71 0.0884
2025-07-30 2025-06-30 13F HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 49,381 37,341 310.14 1,890 309.09 0.0804
2025-04-10 2025-03-31 13F HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 12,040 12,040 463 0.0217
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.