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

Lodestone 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	$18.8K	Buy	804 +11	+1%	+$274	0.01%	443
2026 Q2	$20.3K	Buy	793 +10	+1%	+$252	0.01%	417
2026 Q1	$19.5K	Buy	783 +9	+1%	+$226	0.01%	419
2025 Q4	$19.4K	Buy	+774	New	+$19.5K	0.01%	414

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

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

TCM

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

Lodestone Wealth Management's RMOP Position: Q3 2026 in Review

Lodestone Wealth Management increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 1.4% in Q3 2026, buying an estimated $274 and bringing the position to 804 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #443.

Lodestone Wealth Management first reported a position in RMOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q2 2026. 5 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

Lodestone Wealth Management held 804 shares of Rockefeller Opportunistic Municipal Bond ETF worth $18.8K as of Q3 2026.
Lodestone Wealth Management bought 11 Rockefeller Opportunistic Municipal Bond ETF shares in Q3 2026, an estimated $274.
Rockefeller Opportunistic Municipal Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #443 holding.
Lodestone Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's Rockefeller Opportunistic Municipal Bond ETF position peaked at $20.3K in Q2 2026.
5 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.