BWP
RMOP

Balboa Wealth Partners’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Balboa Wealth Partners’s Portfolio RMOP Stock Details RMOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Hold
38,176
– – 0.13% 131
2026
Q1 		$949K Buy
38,176
+6,491
+20% +$163K 0.16% 107
2025
Q4 		$793K Buy
+31,685
New +$796K 0.13% 125

Other funds holding RMOP

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Balboa Wealth Partners's RMOP Position: Q2 2026 in Review

Balboa Wealth Partners held its Rockefeller Opportunistic Municipal Bond ETF (RMOP) position steady in Q2 2026 at 38,176 shares worth $975K. The position accounts for 0.13% of the portfolio, ranked #131.

Balboa Wealth Partners first reported a position in RMOP in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • Balboa Wealth Partners held 38,176 shares of Rockefeller Opportunistic Municipal Bond ETF worth $975K as of Q2 2026.
  • Balboa Wealth Partners left its Rockefeller Opportunistic Municipal Bond ETF share count unchanged in Q2 2026.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Balboa Wealth Partners first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.