Belpointe Asset Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-8,150	Closed	-$123K	–	2763
2023 Q1	$123K	Buy	8,150 +2,000	+33%	+$31K	0.01%	1192
2022 Q4	$88.6K	Buy	+6,150	New	+$89.6K	0.01%	1301
2022 Q2	–	Sell	-6,150	Closed	-$106K	–	1242
2022 Q1	$106K	Hold	6,150	–	–	0.01%	1190
2021 Q4	$124K	Buy	+6,150	New	+$121K	0.01%	1101

Other funds holding RMM

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Belpointe Asset Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q2 2023, closing a stake of 8,150 shares — an estimated $123K sold.

Belpointe Asset Management first reported a position in RMM in Q4 2021 and held it in 4 quarters. The position peaked at $124K in Q4 2021. 31 funds tracked by Wall St. Rank hold RMM as of Q2 2023.

Belpointe Asset Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8,150 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2023, an estimated $123K.
Belpointe Asset Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2021 and held it in 4 quarters.
Belpointe Asset Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $124K in Q4 2021.
31 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2023.

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