CM Wealth Advisors’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

CM Wealth Advisors’s Portfolio RMI Stock Details RMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,785	Closed	-$250K	–	78
2023 Q3	$250K	Buy	+9,785	New	+$156K	0.1%	71

Other funds holding RMI

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CM Wealth Advisors's RMI Position: Q4 2023 in Review

CM Wealth Advisors sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2023, closing a stake of 9,785 shares — an estimated $250K sold.

CM Wealth Advisors first reported a position in RMI in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 19 funds tracked by Wall St. Rank hold RMI as of Q4 2023.

CM Wealth Advisors reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
CM Wealth Advisors sold 9,785 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2023, an estimated $250K.
CM Wealth Advisors first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2023 and held it in 1 quarter.
CM Wealth Advisors's RiverNorth Opportunistic Municipal Income Fund position peaked at $250K in Q3 2023.
19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2023.

Based on CM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.