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 Q3	$236K	Hold	9,942	–	–	﹤0.01%	1170
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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Diversify Advisory Services's RMOP Position: Q3 2026 in Review

Diversify Advisory Services held its Rockefeller Opportunistic Municipal Bond ETF (RMOP) position steady in Q3 2026 at 9,942 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Diversify Advisory Services first reported a position in RMOP in Q1 2025 and has held it in 7 quarters since. The position peaked at $274K in Q4 2025. 11 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

Diversify Advisory Services held 9,942 shares of Rockefeller Opportunistic Municipal Bond ETF worth $236K as of Q3 2026.
Diversify Advisory Services left its Rockefeller Opportunistic Municipal Bond ETF share count unchanged in Q3 2026.
Rockefeller Opportunistic Municipal Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1170 holding.
Diversify Advisory Services first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Diversify Advisory Services's Rockefeller Opportunistic Municipal Bond ETF position peaked at $274K in Q4 2025.
11 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.