EPG
RFM

Estate Planners Group’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Estate Planners Group’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$766K Sell
54,608
-1,630
-3% -$23.3K 0.37% 30
2025
Q4 		$786K Buy
+56,238
New +$802K 0.34% 29

Other funds holding RFM

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Estate Planners Group's RFM Position: Q1 2026 in Review

Estate Planners Group reduced its RiverNorth Flexible Municipal Income Fund (RFM) stake by 2.9% in Q1 2026, selling an estimated $23.3K and leaving 54,608 shares worth $766K. The position accounts for 0.37% of the portfolio, ranked #30.

Estate Planners Group first reported a position in RFM in Q4 2025 and has held it in 2 quarters since. The position peaked at $786K in Q4 2025. 27 funds tracked by Wall St. Rank hold RFM as of Q1 2026.

  • Estate Planners Group held 54,608 shares of RiverNorth Flexible Municipal Income Fund worth $766K as of Q1 2026.
  • Estate Planners Group sold 1,630 RiverNorth Flexible Municipal Income Fund shares in Q1 2026, an estimated $23.3K.
  • RiverNorth Flexible Municipal Income Fund made up 0.37% of Estate Planners Group's portfolio in Q1 2026, its #30 holding.
  • Estate Planners Group first reported a position in RiverNorth Flexible Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's RiverNorth Flexible Municipal Income Fund position peaked at $786K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.