Carson Wealth (CWM LLC)
RFMZ

Carson Wealth (CWM LLC)’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q1 		– Sell
-16
Closed – – 4300
2022
Q4 		$0 Hold
16
– – ﹤0.01% 4207
2022
Q3 		$0 Hold
16
– – ﹤0.01% 4145
2022
Q2 		$0 Buy
+16
New +$241 ﹤0.01% 4052

Other funds holding RFMZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RFMZ Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q1 2023, closing a stake of 16 shares.

Carson Wealth (CWM LLC) first reported a position in RFMZ in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q4 2022. 28 funds tracked by Wall St. Rank hold RFMZ as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 RiverNorth Flexible Municipal Income Fund II shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in RiverNorth Flexible Municipal Income Fund II in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s RiverNorth Flexible Municipal Income Fund II position peaked at $0 in Q4 2022.
  • 28 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.