LPL Financial
RMOP

LPL Financial’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

LPL Financial’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
Q1 		$9.56M Buy
384,452
+95,221
+33% +$2.39M ﹤0.01% 2038
2025
Q4 		$7.24M Buy
289,231
+67,969
+31% +$1.71M ﹤0.01% 2219
2025
Q3 		$5.52M Buy
221,262
+63,377
+40% +$1.55M ﹤0.01% 2373
2025
Q2 		$3.87M Buy
+157,885
New +$3.87M ﹤0.01% 2523

Other funds holding RMOP

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

LPL Financial's RMOP Position: Q1 2026 in Review

LPL Financial increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 33% in Q1 2026, buying an estimated $2.39M and bringing the position to 384,452 shares worth $9.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

LPL Financial first reported a position in RMOP in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold RMOP as of Q1 2026.

  • LPL Financial held 384,452 shares of Rockefeller Opportunistic Municipal Bond ETF worth $9.56M as of Q1 2026.
  • LPL Financial bought 95,221 Rockefeller Opportunistic Municipal Bond ETF shares in Q1 2026, an estimated $2.39M.
  • Rockefeller Opportunistic Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2038 holding.
  • LPL Financial first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.