Diversify Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Diversify Wealth Management’s Portfolio RMT Stock Details RMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$840K	Buy	+64,652	New	+$752K	0.02%	654

Other funds holding RMT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

Diversify Wealth Management's RMT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Royce Micro-Cap Trust (RMT) in Q1 2026: 64,652 shares worth $840K. The stake represents 0.02% of the portfolio and ranks #654 among its holdings.

105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

Diversify Wealth Management held 64,652 shares of Royce Micro-Cap Trust worth $840K as of Q1 2026.
Royce Micro-Cap Trust was a new Diversify Wealth Management position in Q1 2026.
Royce Micro-Cap Trust made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #654 holding.
105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.