Blue Bell Private Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio RFM Stock Details RFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.01K	Hold	500	–	–	﹤0.01%	597
2025 Q4	$6.99K	Hold	500	–	–	﹤0.01%	587
2025 Q3	$7.23K	Buy	+500	New	+$7.01K	﹤0.01%	570

Other funds holding RFM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Blue Bell Private Wealth Management's RFM Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its RiverNorth Flexible Municipal Income Fund (RFM) position steady in Q1 2026 at 500 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Blue Bell Private Wealth Management first reported a position in RFM in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.23K in Q3 2025. 27 funds tracked by Wall St. Rank hold RFM as of Q1 2026.

Blue Bell Private Wealth Management held 500 shares of RiverNorth Flexible Municipal Income Fund worth $7.01K as of Q1 2026.
Blue Bell Private Wealth Management left its RiverNorth Flexible Municipal Income Fund share count unchanged in Q1 2026.
RiverNorth Flexible Municipal Income Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #597 holding.
Blue Bell Private Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
Blue Bell Private Wealth Management's RiverNorth Flexible Municipal Income Fund position peaked at $7.23K in Q3 2025.
27 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.