DWM
RMOP

Diversify Wealth Management’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Diversify Wealth Management’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 Buy
+10,572
New +$265K ﹤0.01% 1000

Other funds holding RMOP

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diversify Wealth Management's RMOP Position: Q2 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in RMOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • Diversify Wealth Management held 9,942 shares of Rockefeller Opportunistic Municipal Bond ETF worth $250K as of Q2 2026.
  • Diversify Wealth Management 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 Wealth Management's portfolio in Q2 2026, its #1112 holding.
  • Diversify Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Rockefeller Opportunistic Municipal Bond ETF position peaked at $265K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.