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 Q2	$181K	Sell	12,250 -2,000	-14%	-$28.9K	﹤0.01%	766
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 $226M AUM 6.92% 1-Year Est. Return

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

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

Capital Investment Advisors's RFM Position: Q2 2026 in Review

Capital Investment Advisors reduced its RiverNorth Flexible Municipal Income Fund (RFM) stake by 14% in Q2 2026, selling an estimated $28.9K and leaving 12,250 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Capital Investment Advisors first reported a position in RFM in Q4 2022 and has held it in 15 quarters since. The position peaked at $273K in Q3 2024. 25 funds tracked by Wall St. Rank hold RFM as of Q2 2026.

Capital Investment Advisors held 12,250 shares of RiverNorth Flexible Municipal Income Fund worth $181K as of Q2 2026.
Capital Investment Advisors sold 2,000 RiverNorth Flexible Municipal Income Fund shares in Q2 2026, an estimated $28.9K.
RiverNorth Flexible Municipal Income Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #766 holding.
Capital Investment Advisors first reported a position in RiverNorth Flexible Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Capital Investment Advisors's RiverNorth Flexible Municipal Income Fund position peaked at $273K in Q3 2024.
25 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.