Avidian Wealth Enterprises’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Avidian Wealth Enterprises’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
2025 Q4	–	Sell	-24,000	Closed	-$339K	–	597
2025 Q3	$339K	Hold	24,000	–	–	0.01%	445
2025 Q2	$322K	Hold	24,000	–	–	0.01%	429
2025 Q1	$344K	Hold	24,000	–	–	0.02%	380
2024 Q4	$346K	Hold	24,000	–	–	0.02%	371
2024 Q3	$386K	Hold	24,000	–	–	0.02%	351
2024 Q2	$366K	Hold	24,000	–	–	0.02%	353
2024 Q1	$359K	Hold	24,000	–	–	0.02%	325
2023 Q4	$340K	Hold	24,000	–	–	0.02%	321
2023 Q3	$329K	Hold	24,000	–	–	0.02%	315
2023 Q2	$363K	Hold	24,000	–	–	0.02%	312
2023 Q1	$362K	Buy	+24,000	New	+$372K	0.02%	356

Other funds holding RMM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 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 $786B AUM 40.34% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

Avidian Wealth Enterprises's RMM Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2025, closing a stake of 24,000 shares — an estimated $339K sold.

Avidian Wealth Enterprises first reported a position in RMM in Q1 2023 and held it in 11 quarters. The position peaked at $386K in Q3 2024. 55 funds tracked by Wall St. Rank hold RMM as of Q4 2025.

Avidian Wealth Enterprises reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 24,000 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2025, an estimated $339K.
Avidian Wealth Enterprises first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2023 and held it in 11 quarters.
Avidian Wealth Enterprises's RiverNorth Managed Duration Municipal Income Fund position peaked at $386K in Q3 2024.
55 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.