Caliber Wealth Management (Kansas)’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Caliber Wealth Management (Kansas)’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
2026 Q2	$164K	Hold	12,000	–	–	0.02%	300
2026 Q1	$152K	Hold	12,000	–	–	0.02%	270
2025 Q4	$152K	Hold	12,000	–	–	0.02%	260
2025 Q3	$157K	Hold	12,000	–	–	0.02%	250
2025 Q2	$152K	Hold	12,000	–	–	0.02%	277
2025 Q1	$161K	Buy	+12,000	New	+$166K	0.02%	245

Other funds holding RFMZ

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s RFMZ Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its RiverNorth Flexible Municipal Income Fund II (RFMZ) position steady in Q2 2026 at 12,000 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #300.

Caliber Wealth Management (Kansas) first reported a position in RFMZ in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

Caliber Wealth Management (Kansas) held 12,000 shares of RiverNorth Flexible Municipal Income Fund II worth $164K as of Q2 2026.
Caliber Wealth Management (Kansas) left its RiverNorth Flexible Municipal Income Fund II share count unchanged in Q2 2026.
RiverNorth Flexible Municipal Income Fund II made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #300 holding.
Caliber Wealth Management (Kansas) first reported a position in RiverNorth Flexible Municipal Income Fund II in Q1 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.