Johnson & White Wealth Management
RMOP icon

Johnson & White Wealth Management’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Johnson & White 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
Q3 		$2.91M Buy
124,243
+51,107
+70% +$1.27M 1.06% 24
2026
Q2 		$1.87M Buy
73,136
+3,892
+6% +$98.2K 0.7% 35
2026
Q1 		$1.72M Buy
69,244
+43,543
+169% +$1.09M 0.73% 33
2025
Q4 		$643K Buy
+25,701
New +$646K 0.28% 67

Other funds holding RMOP

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
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
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 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

Johnson & White Wealth Management's RMOP Position: Q3 2026 in Review

Johnson & White Wealth Management increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 70% in Q3 2026, buying an estimated $1.27M and bringing the position to 124,243 shares worth $2.91M. The position accounts for 1.06% of the portfolio, ranked #24.

Johnson & White Wealth Management first reported a position in RMOP in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

  • Johnson & White Wealth Management held 124,243 shares of Rockefeller Opportunistic Municipal Bond ETF worth $2.91M as of Q3 2026.
  • Johnson & White Wealth Management bought 51,107 Rockefeller Opportunistic Municipal Bond ETF shares in Q3 2026, an estimated $1.27M.
  • Rockefeller Opportunistic Municipal Bond ETF made up 1.06% of Johnson & White Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Johnson & White Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.