LVW Advisors
RMOP icon

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
Q3 		$891K Sell
38,027
-3,790
-9% -$94.3K 0.08% 167
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

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
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
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

LVW Advisors's RMOP Position: Q3 2026 in Review

LVW Advisors reduced its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 9.1% in Q3 2026, selling an estimated $94.3K and leaving 38,027 shares worth $891K. The position accounts for 0.08% of the portfolio, ranked #167.

LVW Advisors first reported a position in RMOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2026. 11 funds tracked by Wall St. Rank hold RMOP as of Q3 2026.

  • LVW Advisors held 38,027 shares of Rockefeller Opportunistic Municipal Bond ETF worth $891K as of Q3 2026.
  • LVW Advisors sold 3,790 Rockefeller Opportunistic Municipal Bond ETF shares in Q3 2026, an estimated $94.3K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #167 holding.
  • LVW Advisors first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • LVW Advisors's Rockefeller Opportunistic Municipal Bond ETF position peaked at $1.07M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.