Concurrent Investment Advisors’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Concurrent Investment Advisors’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
2026 Q2	$876K	Buy	64,275 +19,800	+45%	+$260K	0.01%	1078
2026 Q1	$563K	Buy	44,475 +21,525	+94%	+$278K	0.01%	1153
2025 Q4	$291K	Sell	22,950 -22,545	-50%	-$292K	﹤0.01%	1420
2025 Q3	$594K	Buy	45,495 +3,275	+8%	+$41.7K	0.01%	846
2025 Q2	$534K	Buy	42,220 +3,700	+10%	+$47K	0.01%	825
2025 Q1	$517K	Buy	38,520 +5,375	+16%	+$74.5K	0.01%	744
2024 Q4	$444K	Buy	33,145 +1,760	+6%	+$24.8K	0.01%	704
2024 Q3	$455K	Buy	31,385 +5,875	+23%	+$83.8K	0.01%	648
2024 Q2	$361K	Hold	25,510	–	–	0.01%	681
2024 Q1	$358K	Buy	25,510 +1,750	+7%	+$24.2K	0.01%	628
2023 Q4	$311K	Buy	+23,760	New	+$301K	0.01%	638

Other funds holding RFMZ

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Concurrent Investment Advisors's RFMZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its RiverNorth Flexible Municipal Income Fund II (RFMZ) stake by 45% in Q2 2026, buying an estimated $260K and bringing the position to 64,275 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #1078.

Concurrent Investment Advisors first reported a position in RFMZ in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

Concurrent Investment Advisors held 64,275 shares of RiverNorth Flexible Municipal Income Fund II worth $876K as of Q2 2026.
Concurrent Investment Advisors bought 19,800 RiverNorth Flexible Municipal Income Fund II shares in Q2 2026, an estimated $260K.
RiverNorth Flexible Municipal Income Fund II made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1078 holding.
Concurrent Investment Advisors first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2023 and has held it in 11 quarters since.
57 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.