DBRC
RMOP

D.B. Root & Company’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

D.B. Root & Company’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
2025
Q3 		– Sell
-9,102
Closed -$223K – 203
2025
Q2 		$223K Buy
+9,102
New +$223K 0.07% 178

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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

D.B. Root & Company's RMOP Position: Q3 2025 in Review

D.B. Root & Company sold out of Rockefeller Opportunistic Municipal Bond ETF (RMOP) in Q3 2025, closing a stake of 9,102 shares — an estimated $223K sold.

D.B. Root & Company first reported a position in RMOP in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 15 funds tracked by Wall St. Rank hold RMOP as of Q3 2025.

  • D.B. Root & Company reported no remaining Rockefeller Opportunistic Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • D.B. Root & Company sold 9,102 Rockefeller Opportunistic Municipal Bond ETF shares in Q3 2025, an estimated $223K.
  • D.B. Root & Company first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • D.B. Root & Company's Rockefeller Opportunistic Municipal Bond ETF position peaked at $223K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2025.

Based on D.B. Root & Company's 13F filing for Q3 2025, filed 6 Nov 2025.