Cliftonlarsonallen Wealth Advisors 13F: New $4.1M Stake in HMOP
The wealth manager disclosed a brand-new stake in the municipal bond fund in a recent regulatory filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Cliftonlarsonallen Wealth Advisors opened a new position of 110,996 shares in Hartford Municipal Opportunities ETF ($HMOP), according to a 13F filing with the SEC dated October 14, 2026. It reported 110,996 shares worth $4.09 million at the end of the quarter.
Since the filing, $HMOP is up 0.8% to date (from the $37.21 close on Oct 14, 2026).
Find the original: Cliftonlarsonallen Wealth Advisors 13F filings on SEC EDGAR
HMOP
Hartford Municipal Opportunities ETF
Key Points
- Cliftonlarsonallen Wealth Advisors initiated a new position in Hartford Municipal Opportunities ETF by purchasing 110,996 shares.
- The newly disclosed stake carried an estimated value of $4,090,203 based on the reporting period details.
- Hartford Municipal Opportunities ETF recently traded around $37.44, sitting below its 50-day moving average.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Hartford Municipal Opportunities ETF alert may contain errors. Disclosures
Cliftonlarsonallen Wealth Advisors established a brand-new stake in Hartford Municipal Opportunities ETF (NYSEArca: HMOP), according to a Form 13F filing submitted to the Securities and Exchange Commission on October 14, 2026. Institutional investors use these quarterly reports to reveal their stock and fund holdings, though the backward-looking nature of the data means these snapshots reflect positions held at the close of the previous quarter rather than current trades.
What Changed in Cliftonlarsonallen Wealth Advisors's Hartford Municipal Opportunities ETF Position
The firm opened a fresh position in the municipal bond fund by acquiring 110,996 shares. The total value of the new holding reached $4,090,203. Because this was a brand-new investment, there was no prior share count or percentage change to report.
Hartford Municipal Opportunities ETF Stock Down 0.2%
Shares of Hartford Municipal Opportunities ETF recently traded around $37.44 as of October 16, 2026. The fund's share price sits below its 50-day moving average of about $37.91 and beneath its 200-day moving average of roughly $38.85. The stock has traded in a 52-week range between $36.57 and $39.91, putting the recent price roughly 2.4% above its lowest point over that span and about 6.2% under its peak.
Dividend
The fund currently pays an annual dividend yield of 3.72%. Income-focused investors often look to municipal bond funds like this one for tax-advantaged distributions generated by local and state debt securities.
About Hartford Municipal Opportunities ETF
Hartford Municipal Opportunities ETF focuses on generating income through investments in municipal securities. The fund invests primarily in investment-grade and non-investment-grade municipal bonds selected by its sub-adviser, Wellington Management. At least 80% of net assets go toward municipal securities, with a portion allowed in lower-rated debt to pursue higher yields alongside total return goals.
Bottom Line
Investors tracking institutional moves should remember that 13F filings are historical documents that may not reflect a fund's active trading strategy today. Observers will want to watch for subsequent filing updates and upcoming portfolio disclosures to see if wealth managers maintain or adjust their municipal bond exposure.
Related Filing Alerts
Source: Cliftonlarsonallen Wealth Advisors's 13F filing on $HMOP (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Cliftonlarsonallen Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts