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 Q2	$250K	Sell	9,942 -630	-6%	-$15.9K	﹤0.01%	1112
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 $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diversify Advisory Services's RMOP Position: Q2 2026 in Review

Diversify Advisory Services reduced its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 6% in Q2 2026, selling an estimated $15.9K and leaving 9,942 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Diversify Advisory Services first reported a position in RMOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

Diversify Advisory Services held 9,942 shares of Rockefeller Opportunistic Municipal Bond ETF worth $250K as of Q2 2026.
Diversify Advisory Services sold 630 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $15.9K.
Rockefeller Opportunistic Municipal Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1112 holding.
Diversify Advisory Services first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Diversify Advisory Services's Rockefeller Opportunistic Municipal Bond ETF position peaked at $274K in Q4 2025.
30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.