Diversify Advisory Services’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Diversify Advisory Services’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	$265K	Sell	10,572 -317	-3%	-$7.96K	0.04%	180
2025 Q4	$274K	Hold	10,889	–	–	0.01%	787
2025 Q3	$273K	Buy	10,889 +105	+1%	+$2.56K	0.01%	757
2025 Q2	$261K	Buy	10,784 +44	+0.4%	+$1.08K	0.01%	716
2025 Q1	$263K	Buy	+10,740	New	+$273K	0.02%	540

Other funds holding RMOP

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Diversify Advisory Services's RMOP Position: Q1 2026 in Review

Diversify Advisory Services reduced its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 2.9% in Q1 2026, selling an estimated $7.96K and leaving 10,572 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #180.

Diversify Advisory Services first reported a position in RMOP in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 27 funds tracked by Wall St. Rank hold RMOP as of Q1 2026.

Diversify Advisory Services held 10,572 shares of Rockefeller Opportunistic Municipal Bond ETF worth $265K as of Q1 2026.
Diversify Advisory Services sold 317 Rockefeller Opportunistic Municipal Bond ETF shares in Q1 2026, an estimated $7.96K.
Rockefeller Opportunistic Municipal Bond ETF made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #180 holding.
Diversify Advisory Services first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Rockefeller Opportunistic Municipal Bond ETF position peaked at $274K in Q4 2025.
27 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.