SPIA
RMOP

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Steward Partners Investment Advisory's RMOP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 13% in Q1 2026, buying an estimated $42.9K and bringing the position to 14,505 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Steward Partners Investment Advisory first reported a position in RMOP in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold RMOP as of Q1 2026.

  • Steward Partners Investment Advisory held 14,505 shares of Rockefeller Opportunistic Municipal Bond ETF worth $361K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,709 Rockefeller Opportunistic Municipal Bond ETF shares in Q1 2026, an estimated $42.9K.
  • Rockefeller Opportunistic Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1697 holding.
  • Steward Partners Investment Advisory first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.