BRWA
RFMZ

B. Riley Wealth Advisors’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

B. Riley Wealth Advisors’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
2026
Q1 		– Sell
-11,719
Closed -$148K – 1075
2025
Q4 		$148K Sell
11,719
-3,218
-22% -$41.6K 0.01% 902
2025
Q3 		$195K Buy
14,937
+3,454
+30% +$44K 0.01% 902
2025
Q2 		$145K Buy
+11,483
New +$146K 0.01% 929
2024
Q4 		$1.02M Buy
75,908
+4,384
+6% +$61.8K 0.03% 445
2024
Q3 		$1.04M Buy
71,524
+25,970
+57% +$371K 0.03% 487
2024
Q2 		$644K Buy
45,554
+18,110
+66% +$252K 0.02% 698
2024
Q1 		$338K Sell
27,444
-7,086
-21% -$98.2K 0.01% 986
2023
Q4 		$452K Buy
34,530
+7,086
+26% +$89.7K 0.01% 864
2023
Q3 		$338K Sell
27,444
-5,089
-16% -$69.8K 0.01% 986
2023
Q2 		$468K Buy
32,533
+6,940
+27% +$94.1K 0.01% 886
2023
Q1 		$345K Sell
25,593
-3,426
-12% -$47.7K 0.01% 992
2022
Q4 		$393K Buy
29,019
+16,892
+139% +$227K 0.01% 894
2022
Q3 		$161K Buy
+12,127
New +$176K ﹤0.01% 1267

Other funds holding RFMZ

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

B. Riley Wealth Advisors's RFMZ Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q1 2026, closing a stake of 11,719 shares — an estimated $148K sold.

B. Riley Wealth Advisors first reported a position in RFMZ in Q3 2022 and held it in 13 quarters. The position peaked at $1.04M in Q3 2024. 57 funds tracked by Wall St. Rank hold RFMZ as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,719 RiverNorth Flexible Municipal Income Fund II shares in Q1 2026, an estimated $148K.
  • B. Riley Wealth Advisors first reported a position in RiverNorth Flexible Municipal Income Fund II in Q3 2022 and held it in 13 quarters.
  • B. Riley Wealth Advisors's RiverNorth Flexible Municipal Income Fund II position peaked at $1.04M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.