Steward Partners Investment Advisory’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Steward Partners Investment Advisory’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	$383K	Buy	15,009 +504	+3%	+$12.7K	﹤0.01%	1868
2026 Q1	$361K	Buy	14,505 +1,709	+13%	+$42.9K	﹤0.01%	1697
2025 Q4	$320K	Sell	12,796 -1,354	-10%	-$34K	﹤0.01%	1673
2025 Q3	$353K	Buy	14,150 +4,260	+43%	+$104K	﹤0.01%	1568
2025 Q2	$242K	Buy	9,890 +617	+7%	+$15.1K	﹤0.01%	1664
2025 Q1	$233K	Buy	9,273 +3,838	+71%	+$97.7K	﹤0.01%	1569
2024 Q4	$138K	Buy	+5,435	New	+$139K	﹤0.01%	1810

Other funds holding RMOP

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Steward Partners Investment Advisory's RMOP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 3.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 15,009 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Steward Partners Investment Advisory first reported a position in RMOP in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

Steward Partners Investment Advisory held 15,009 shares of Rockefeller Opportunistic Municipal Bond ETF worth $383K as of Q2 2026.
Steward Partners Investment Advisory bought 504 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $12.7K.
Rockefeller Opportunistic Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1868 holding.
Steward Partners Investment Advisory first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.