LA
RMOP

LVW Advisors’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

LVW Advisors’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 		$1.07M Buy
41,817
+3,478
+9% +$87.8K 0.09% 123
2026
Q1 		$953K Buy
38,339
+1,986
+5% +$49.9K 0.09% 120
2025
Q4 		$910K Buy
+36,353
New +$914K 0.09% 111

Other funds holding RMOP

JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

LVW Advisors's RMOP Position: Q2 2026 in Review

LVW Advisors increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 9.1% in Q2 2026, buying an estimated $87.8K and bringing the position to 41,817 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #123.

LVW Advisors first reported a position in RMOP in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • LVW Advisors held 41,817 shares of Rockefeller Opportunistic Municipal Bond ETF worth $1.07M as of Q2 2026.
  • LVW Advisors bought 3,478 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $87.8K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #123 holding.
  • LVW Advisors first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.