CIA
RFM

Capital Investment Advisors’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Capital Investment Advisors’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 		$200K Sell
14,250
-1,000
-7% -$14.3K ﹤0.01% 720
2025
Q4 		$213K Hold
15,250
– – ﹤0.01% 689
2025
Q3 		$221K Sell
15,250
-500
-3% -$7.01K ﹤0.01% 672
2025
Q2 		$220K Buy
15,750
+1,000
+7% +$14.1K ﹤0.01% 644
2025
Q1 		$218K Hold
14,750
– – ﹤0.01% 612
2024
Q4 		$219K Sell
14,750
-2,000
-12% -$31.6K ﹤0.01% 591
2024
Q3 		$273K Hold
16,750
– – 0.01% 537
2024
Q2 		$271K Hold
16,750
– – 0.01% 507
2024
Q1 		$272K Hold
16,750
– – 0.01% 507
2023
Q4 		$259K Hold
16,750
– – 0.01% 505
2023
Q3 		$240K Hold
16,750
– – 0.01% 510
2023
Q2 		$266K Hold
16,750
– – 0.01% 454
2023
Q1 		$259K Buy
16,750
+3,250
+24% +$51.9K 0.01% 465
2022
Q4 		$212K Buy
+13,500
New +$213K 0.01% 520

Other funds holding RFM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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

Capital Investment Advisors's RFM Position: Q1 2026 in Review

Capital Investment Advisors reduced its RiverNorth Flexible Municipal Income Fund (RFM) stake by 6.6% in Q1 2026, selling an estimated $14.3K and leaving 14,250 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Capital Investment Advisors first reported a position in RFM in Q4 2022 and has held it in 14 quarters since. The position peaked at $273K in Q3 2024. 27 funds tracked by Wall St. Rank hold RFM as of Q1 2026.

  • Capital Investment Advisors held 14,250 shares of RiverNorth Flexible Municipal Income Fund worth $200K as of Q1 2026.
  • Capital Investment Advisors sold 1,000 RiverNorth Flexible Municipal Income Fund shares in Q1 2026, an estimated $14.3K.
  • RiverNorth Flexible Municipal Income Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #720 holding.
  • Capital Investment Advisors first reported a position in RiverNorth Flexible Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Capital Investment Advisors's RiverNorth Flexible Municipal Income Fund position peaked at $273K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.