LWM
RMOP

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
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

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

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

Lodestone Wealth Management increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 1.3% in Q2 2026, buying an estimated $252 and bringing the position to 793 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #417.

Lodestone Wealth Management first reported a position in RMOP in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • Lodestone Wealth Management held 793 shares of Rockefeller Opportunistic Municipal Bond ETF worth $20.3K as of Q2 2026.
  • Lodestone Wealth Management bought 10 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $252.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Lodestone Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.