PWA
RMOP

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

Physician Wealth 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 		– Sell
-1,257
Closed -$31.3K – 2472
2026
Q1 		$31.3K Hold
1,257
– – ﹤0.01% 512
2025
Q4 		$31.5K Hold
1,257
– – ﹤0.01% 481
2025
Q3 		$31.4K Hold
1,257
– – ﹤0.01% 470
2025
Q2 		$30.8K Buy
+1,257
New +$30.8K ﹤0.01% 429

Other funds holding RMOP

JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Physician Wealth Advisors's RMOP Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Rockefeller Opportunistic Municipal Bond ETF (RMOP) in Q2 2026, closing a stake of 1,257 shares — an estimated $31.3K sold.

Physician Wealth Advisors first reported a position in RMOP in Q2 2025 and held it in 4 quarters. The position peaked at $31.5K in Q4 2025. 5 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Rockefeller Opportunistic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 1,257 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $31.3K.
  • Physician Wealth Advisors first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Rockefeller Opportunistic Municipal Bond ETF position peaked at $31.5K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.