AWM
RFMZ

Avior Wealth Management’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Avior Wealth Management’s Portfolio RFMZ Stock Details RFMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-866
Closed -$11.6K – 1965
2024
Q4 		$11.6K Buy
+866
New +$12.2K ﹤0.01% 1571
2024
Q2 		– Sell
-38,115
Closed -$535K – 3410
2024
Q1 		$535K Buy
+38,115
New +$528K 0.02% 428

Other funds holding RFMZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Avior Wealth Management's RFMZ Position: Q1 2025 in Review

Avior Wealth Management sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q1 2025, closing a stake of 866 shares — an estimated $11.6K sold.

Avior Wealth Management first reported a position in RFMZ in Q1 2024 and held it in 2 quarters. The position peaked at $535K in Q1 2024. 47 funds tracked by Wall St. Rank hold RFMZ as of Q1 2025.

  • Avior Wealth Management reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 866 RiverNorth Flexible Municipal Income Fund II shares in Q1 2025, an estimated $11.6K.
  • Avior Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund II in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's RiverNorth Flexible Municipal Income Fund II position peaked at $535K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.