AE Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

AE Wealth Management’s Portfolio RMM Stock Details RMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$181K	Hold	13,300	–	–	﹤0.01%	1625
2025 Q4	$181K	Hold	13,300	–	–	﹤0.01%	1543
2025 Q3	$188K	Hold	13,300	–	–	﹤0.01%	1417
2025 Q2	$178K	Hold	13,300	–	–	﹤0.01%	1341
2025 Q1	$190K	Buy	13,300 +65	+0.5%	+$963	﹤0.01%	1292
2024 Q4	$191K	Hold	13,235	–	–	﹤0.01%	1286
2024 Q3	$213K	Sell	13,235 -420	-3%	-$6.53K	﹤0.01%	1156
2024 Q2	$208K	Buy	13,655 +220	+2%	+$3.26K	﹤0.01%	1153
2024 Q1	$201K	Sell	13,435 -420	-3%	-$6.28K	﹤0.01%	1100
2023 Q4	$204K	Hold	13,855	–	–	﹤0.01%	1884
2023 Q3	$190K	Hold	13,855	–	–	﹤0.01%	1794
2023 Q2	$210K	Sell	13,855 -374	-3%	-$5.7K	﹤0.01%	1728
2023 Q1	$214K	Sell	14,229 -1,935	-12%	-$30K	﹤0.01%	1707
2022 Q4	$233K	Buy	16,164 +175	+1%	+$2.55K	﹤0.01%	1615
2022 Q3	$234K	Sell	15,989 -12,944	-45%	-$208K	﹤0.01%	1560
2022 Q2	$457K	Sell	28,933 -14,550	-33%	-$233K	﹤0.01%	1244
2022 Q1	$747K	Sell	43,483 -4,168	-9%	-$75.4K	0.01%	1039
2021 Q4	$960K	Buy	47,651 +11,200	+31%	+$221K	0.01%	935
2021 Q3	$724K	Sell	36,451 -624	-2%	-$13.1K	0.01%	989
2021 Q2	$752K	Buy	37,075 +5,320	+17%	+$106K	0.01%	946
2021 Q1	$591K	Buy	+31,755	New	+$586K	0.01%	952

Other funds holding RMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

AE Wealth Management's RMM Position: Q1 2026 in Review

AE Wealth Management held its RiverNorth Managed Duration Municipal Income Fund (RMM) position steady in Q1 2026 at 13,300 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

AE Wealth Management first reported a position in RMM in Q1 2021 and has held it in 21 quarters since. The position peaked at $960K in Q4 2021. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

AE Wealth Management held 13,300 shares of RiverNorth Managed Duration Municipal Income Fund worth $181K as of Q1 2026.
AE Wealth Management left its RiverNorth Managed Duration Municipal Income Fund share count unchanged in Q1 2026.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1625 holding.
AE Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2021 and has held it in 21 quarters since.
AE Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $960K in Q4 2021.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.