ARC
RMI

Advisor Resource Council’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Advisor Resource Council’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,750
Closed -$235K – 493
2025
Q1 		$235K Buy
+15,750
New +$244K 0.02% 521
2024
Q1 		– Sell
-15,750
Closed -$240K – 456
2023
Q4 		$240K Buy
+15,750
New +$230K 0.03% 402

Other funds holding RMI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Resource Council's RMI Position: Q2 2025 in Review

Advisor Resource Council sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q2 2025, closing a stake of 15,750 shares — an estimated $235K sold.

Advisor Resource Council first reported a position in RMI in Q4 2023 and held it in 2 quarters. The position peaked at $240K in Q4 2023. 19 funds tracked by Wall St. Rank hold RMI as of Q2 2025.

  • Advisor Resource Council reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 15,750 RiverNorth Opportunistic Municipal Income Fund shares in Q2 2025, an estimated $235K.
  • Advisor Resource Council first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's RiverNorth Opportunistic Municipal Income Fund position peaked at $240K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.