Cypress Wealth Services’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Cypress Wealth Services’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	$503K	Hold	32,500	–	–	0.06%	239
2026 Q1	$489K	Hold	32,500	–	–	0.07%	228
2025 Q4	$465K	Hold	32,500	–	–	0.06%	216
2025 Q3	$475K	Hold	32,500	–	–	0.08%	186
2025 Q2	$463K	Hold	32,500	–	–	0.08%	181
2025 Q1	$485K	Hold	32,500	–	–	0.1%	159
2024 Q4	$489K	Hold	32,500	–	–	0.1%	157
2024 Q3	$531K	Hold	32,500	–	–	0.11%	145
2024 Q2	$517K	Hold	32,500	–	–	0.12%	134
2024 Q1	$523K	Hold	32,500	–	–	0.12%	138
2023 Q4	$495K	Hold	32,500	–	–	0.12%	140
2023 Q3	$467K	Hold	32,500	–	–	0.13%	142
2023 Q2	$522K	Hold	32,500	–	–	0.14%	134
2023 Q1	$544K	Hold	32,500	–	–	0.16%	111
2022 Q4	$531K	Hold	32,500	–	–	0.17%	112
2022 Q3	$523K	Hold	32,500	–	–	0.18%	108
2022 Q2	$569K	Hold	32,500	–	–	0.18%	100
2022 Q1	$603K	Hold	32,500	–	–	0.16%	100
2021 Q4	$725K	Buy	32,500 +2,500	+8%	+$56.3K	0.2%	86
2021 Q3	$694K	Hold	30,000	–	–	0.21%	85
2021 Q2	$695K	Hold	30,000	–	–	0.19%	95
2021 Q1	$659K	Buy	30,000 +4,250	+17%	+$91.8K	0.14%	122
2020 Q4	$553K	Buy	+25,750	New	+$539K	0.12%	137
2020 Q3	–	Sell	-20,750	Closed	-$438K	–	447
2020 Q2	$440K	Sell	20,750 -250	-1%	-$5.11K	0.1%	158
2020 Q1	$423K	Buy	21,000 +500	+2%	+$10.9K	0.12%	139
2019 Q4	$465K	Hold	20,500	–	–	0.12%	141
2019 Q3	$456K	Hold	20,500	–	–	0.13%	136
2019 Q2	$437K	Hold	20,500	–	–	0.13%	141
2019 Q1	$427K	Buy	+20,500	New	+$417K	0.14%	134

Other funds holding RMI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NWMP

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cypress Wealth Services's RMI Position: Q2 2026 in Review

Cypress Wealth Services held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q2 2026 at 32,500 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #239.

Cypress Wealth Services first reported a position in RMI in Q1 2019 and has held it in 29 quarters since. The position peaked at $725K in Q4 2021. 10 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

Cypress Wealth Services held 32,500 shares of RiverNorth Opportunistic Municipal Income Fund worth $503K as of Q2 2026.
Cypress Wealth Services left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q2 2026.
RiverNorth Opportunistic Municipal Income Fund made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #239 holding.
Cypress Wealth Services first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q1 2019 and has held it in 29 quarters since.
Cypress Wealth Services's RiverNorth Opportunistic Municipal Income Fund position peaked at $725K in Q4 2021.
10 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.