CreativeOne Wealth’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

CreativeOne Wealth’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
2026 Q1	$177K	Buy	12,893 +154	+1%	+$2.18K	﹤0.01%	1136
2025 Q4	$175K	Buy	12,739 +163	+1%	+$2.28K	﹤0.01%	1140
2025 Q3	$179K	Buy	12,576 +162	+1%	+$2.23K	﹤0.01%	1114
2025 Q2	$168K	Buy	12,414 +162	+1%	+$2.2K	﹤0.01%	1075
2025 Q1	$177K	Buy	12,252 +145	+1%	+$2.15K	0.01%	1010
2024 Q4	$176K	Buy	12,107 +139	+1%	+$2.16K	0.01%	1028
2024 Q3	$192K	Buy	11,968 +1,378	+13%	+$21.4K	0.01%	914
2024 Q2	$162K	Sell	10,590 -507	-5%	-$7.52K	0.01%	744
2024 Q1	$166K	Buy	11,097 +824	+8%	+$12.3K	0.01%	850
2023 Q4	$146K	Sell	10,273 -3,193	-24%	-$44.2K	0.01%	604
2023 Q3	$185K	Sell	13,466 -527	-4%	-$8K	0.01%	544
2023 Q2	$212K	Sell	13,993 -3,000	-18%	-$45.7K	0.01%	769
2023 Q1	$256K	Buy	+16,993	New	+$264K	0.01%	680

Other funds holding RMM

RCM

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

CreativeOne Wealth's RMM Position: Q1 2026 in Review

CreativeOne Wealth increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 1.2% in Q1 2026, buying an estimated $2.18K and bringing the position to 12,893 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

CreativeOne Wealth first reported a position in RMM in Q1 2023 and has held it in 13 quarters since. The position peaked at $256K in Q1 2023. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

CreativeOne Wealth held 12,893 shares of RiverNorth Managed Duration Municipal Income Fund worth $177K as of Q1 2026.
CreativeOne Wealth bought 154 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $2.18K.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1136 holding.
CreativeOne Wealth first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
CreativeOne Wealth's RiverNorth Managed Duration Municipal Income Fund position peaked at $256K in Q1 2023.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.