Balboa Wealth Partners
RMOP icon

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
Q3 		$946K Buy
40,387
+2,211
+6% +$55K 0.13% 134
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

SouthState Corp
SouthState Corp Winter Haven, Florida $2.48B AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Balboa Wealth Partners's RMOP Position: Q3 2026 in Review

Balboa Wealth Partners increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 5.8% in Q3 2026, buying an estimated $55K and bringing the position to 40,387 shares worth $946K. The position accounts for 0.13% of the portfolio, ranked #134.

Balboa Wealth Partners first reported a position in RMOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $975K in Q2 2026. 24 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

  • Balboa Wealth Partners held 40,387 shares of Rockefeller Opportunistic Municipal Bond ETF worth $946K as of Q3 2026.
  • Balboa Wealth Partners bought 2,211 Rockefeller Opportunistic Municipal Bond ETF shares in Q3 2026, an estimated $55K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q3 2026, its #134 holding.
  • Balboa Wealth Partners first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Rockefeller Opportunistic Municipal Bond ETF position peaked at $975K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.