High Net Worth Advisory Group
RMOP icon

High Net Worth Advisory Group’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

High Net Worth Advisory Group’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 		$982K Buy
+41,950
New +$1.04M 0.21% 103

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Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

High Net Worth Advisory Group's RMOP Position: Q3 2026 in Review

High Net Worth Advisory Group opened a new position in Rockefeller Opportunistic Municipal Bond ETF (RMOP) in Q3 2026: 41,950 shares worth $982K. The stake represents 0.21% of the portfolio and ranks #103 among its holdings.

11 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

  • High Net Worth Advisory Group held 41,950 shares of Rockefeller Opportunistic Municipal Bond ETF worth $982K as of Q3 2026.
  • Rockefeller Opportunistic Municipal Bond ETF was a new High Net Worth Advisory Group position in Q3 2026.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.21% of High Net Worth Advisory Group's portfolio in Q3 2026, its #103 holding.
  • 11 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.