Carson Wealth (CWM LLC)
RMM

Carson Wealth (CWM LLC)’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RMM Stock Details RMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-845
Closed -$13K – 4428
2023
Q1 		$13K Buy
+845
New +$13.1K ﹤0.01% 2808
2022
Q1 		– Sell
-2,500
Closed -$50K – 3820
2021
Q4 		$50K Buy
+2,500
New +$49.3K ﹤0.01% 1567

Other funds holding RMM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RMM Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q2 2023, closing a stake of 845 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in RMM in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q4 2021. 31 funds tracked by Wall St. Rank hold RMM as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 845 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2023, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s RiverNorth Managed Duration Municipal Income Fund position peaked at $50K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.