B. Riley Wealth Advisors’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

B. Riley Wealth Advisors’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	-16,206	Closed	-$229K	–	1140
2025 Q3	$229K	Hold	16,206	–	–	0.01%	837
2025 Q2	$217K	Buy	+16,206	New	+$221K	0.01%	857
2024 Q4	$214K	Sell	14,861 -1,250	-8%	-$19.4K	0.01%	1014
2024 Q3	$259K	Hold	16,111	–	–	0.01%	1025
2024 Q2	$246K	Sell	16,111 -770	-5%	-$11.4K	0.01%	1121
2024 Q1	$232K	Hold	16,881	–	–	0.01%	1185
2023 Q4	$239K	Hold	16,881	–	–	0.01%	1160
2023 Q3	$232K	Sell	16,881 -12,650	-43%	-$192K	0.01%	1185
2023 Q2	$447K	Buy	29,531 +18,850	+176%	+$287K	0.01%	908
2023 Q1	$161K	Hold	10,681	–	–	﹤0.01%	1329
2022 Q4	$154K	Hold	10,681	–	–	﹤0.01%	1309
2022 Q3	$157K	Buy	+10,681	New	+$171K	﹤0.01%	1273

Other funds holding RMM

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

RCM

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $666B AUM 30.12% 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 $56.4B AUM 24.96% 1-Year Est. Return

B. Riley Wealth Advisors's RMM Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2025, closing a stake of 16,206 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in RMM in Q3 2022 and held it in 12 quarters. The position peaked at $447K in Q2 2023. 55 funds tracked by Wall St. Rank hold RMM as of Q4 2025.

B. Riley Wealth Advisors reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 16,206 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2025, an estimated $229K.
B. Riley Wealth Advisors first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2022 and held it in 12 quarters.
B. Riley Wealth Advisors's RiverNorth Managed Duration Municipal Income Fund position peaked at $447K in Q2 2023.
55 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.