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
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 $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Balboa Wealth Partners's RMOP Position: Q1 2026 in Review

Balboa Wealth Partners increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 20% in Q1 2026, buying an estimated $163K and bringing the position to 38,176 shares worth $949K. The position accounts for 0.16% of the portfolio, ranked #107.

Balboa Wealth Partners first reported a position in RMOP in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold RMOP as of Q1 2026.

  • Balboa Wealth Partners held 38,176 shares of Rockefeller Opportunistic Municipal Bond ETF worth $949K as of Q1 2026.
  • Balboa Wealth Partners bought 6,491 Rockefeller Opportunistic Municipal Bond ETF shares in Q1 2026, an estimated $163K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.16% of Balboa Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Balboa Wealth Partners first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.