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
Q2 		$811K Buy
54,853
+245
+0.4% +$3.54K 0.37% 29
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 $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Estate Planners Group's RFM Position: Q2 2026 in Review

Estate Planners Group increased its RiverNorth Flexible Municipal Income Fund (RFM) stake by 0.45% in Q2 2026, buying an estimated $3.54K and bringing the position to 54,853 shares worth $811K. The position accounts for 0.37% of the portfolio, ranked #29.

Estate Planners Group first reported a position in RFM in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold RFM as of Q2 2026.

  • Estate Planners Group held 54,853 shares of RiverNorth Flexible Municipal Income Fund worth $811K as of Q2 2026.
  • Estate Planners Group bought 245 RiverNorth Flexible Municipal Income Fund shares in Q2 2026, an estimated $3.54K.
  • RiverNorth Flexible Municipal Income Fund made up 0.37% of Estate Planners Group's portfolio in Q2 2026, its #29 holding.
  • Estate Planners Group first reported a position in RiverNorth Flexible Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.