B. Riley Wealth Advisors’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-14,792	Closed	-$242K	–	1609
2023 Q2	$242K	Buy	14,792 +858	+6%	+$14.1K	0.01%	1240
2023 Q1	$233K	Hold	13,934	–	–	0.01%	1212
2022 Q4	$228K	Hold	13,934	–	–	0.01%	1179
2022 Q3	$218K	Buy	+13,934	New	+$243K	0.01%	1186

Other funds holding RMI

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

B. Riley Wealth Advisors's RMI Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q3 2023, closing a stake of 14,792 shares — an estimated $242K sold.

B. Riley Wealth Advisors first reported a position in RMI in Q3 2022 and held it in 4 quarters. The position peaked at $242K in Q2 2023. 19 funds tracked by Wall St. Rank hold RMI as of Q3 2023.

B. Riley Wealth Advisors reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,792 RiverNorth Opportunistic Municipal Income Fund shares in Q3 2023, an estimated $242K.
B. Riley Wealth Advisors first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2022 and held it in 4 quarters.
B. Riley Wealth Advisors's RiverNorth Opportunistic Municipal Income Fund position peaked at $242K in Q2 2023.
19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.