CWS
RMI

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
2020
Q4 		– Sell
-20,750
Closed -$424K – 458
2020
Q3 		$424K Buy
+20,750
New +$438K 0.11% 151

Other funds holding RMI

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
PL
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. 9 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.
  • 9 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.