BAM
RFMZ

Belpointe Asset Management’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-334
Closed -$4.51K – 2736
2023
Q1 		$4.51K Hold
334
– – ﹤0.01% 3054
2022
Q4 		$4.52K Buy
+334
New +$4.48K ﹤0.01% 2975

Other funds holding RFMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Belpointe Asset Management's RFMZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q2 2023, closing a stake of 334 shares — an estimated $4.51K sold.

Belpointe Asset Management first reported a position in RFMZ in Q4 2022 and held it in 2 quarters. The position peaked at $4.52K in Q4 2022. 30 funds tracked by Wall St. Rank hold RFMZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 334 RiverNorth Flexible Municipal Income Fund II shares in Q2 2023, an estimated $4.51K.
  • Belpointe Asset Management first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's RiverNorth Flexible Municipal Income Fund II position peaked at $4.52K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.