UBS Group
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UBS Group’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

UBS Group’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
-1,000
Closed -$24.9K – 11239
2026
Q1 		$24.9K Buy
1,000
+896
+862% +$22.5K ﹤0.01% 7796
2025
Q4 		$2.6K Sell
104
-1,285
-93% -$32.3K ﹤0.01% 9272
2025
Q3 		$34.6K Buy
+1,389
New +$33.9K ﹤0.01% 7806

Other funds holding RMOP

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SouthState Corp
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gotham Asset Management
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group's RMOP Position: Q2 2026 in Review

UBS Group sold out of Rockefeller Opportunistic Municipal Bond ETF (RMOP) in Q2 2026, closing a stake of 1,000 shares — an estimated $24.9K sold.

UBS Group first reported a position in RMOP in Q3 2025 and held it in 3 quarters. The position peaked at $34.6K in Q3 2025. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • UBS Group reported no remaining Rockefeller Opportunistic Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,000 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $24.9K.
  • UBS Group first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • UBS Group's Rockefeller Opportunistic Municipal Bond ETF position peaked at $34.6K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.