Concurrent Investment Advisors’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Concurrent Investment 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
2026 Q2	$637K	Hold	41,120	–	–	0.01%	1264
2026 Q1	$619K	Buy	41,120 +12,250	+42%	+$185K	0.01%	1110
2025 Q4	$413K	Sell	28,870 -4,600	-14%	-$66.9K	﹤0.01%	1236
2025 Q3	$489K	Buy	33,470 +6,875	+26%	+$97.4K	0.01%	926
2025 Q2	$379K	Buy	26,595 +2,950	+12%	+$42.3K	0.01%	960
2025 Q1	$353K	Buy	23,645 +4,600	+24%	+$71.2K	0.01%	854
2024 Q4	$287K	Hold	19,045	–	–	0.01%	848
2024 Q3	$311K	Hold	19,045	–	–	0.01%	769
2024 Q2	$303K	Hold	19,045	–	–	0.01%	732
2024 Q1	$307K	Hold	19,045	–	–	0.01%	669
2023 Q4	$290K	Buy	+19,045	New	+$279K	0.01%	662

Other funds holding RMI

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

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

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

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

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWS

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Concurrent Investment Advisors held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q2 2026 at 41,120 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #1264.

Concurrent Investment Advisors first reported a position in RMI in Q4 2023 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

Concurrent Investment Advisors held 41,120 shares of RiverNorth Opportunistic Municipal Income Fund worth $637K as of Q2 2026.
Concurrent Investment Advisors left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q2 2026.
RiverNorth Opportunistic Municipal Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1264 holding.
Concurrent Investment Advisors first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

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