Estate Planners Group
RMM icon

Estate Planners Group’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Estate Planners Group’s Portfolio RMM Stock Details RMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Sell
42,067
-36
-0.1% -$517 0.28% 37
2026
Q1 		$574K Sell
42,103
-1,740
-4% -$24.6K 0.28% 38
2025
Q4 		$597K Buy
+43,843
New +$612K 0.26% 37

Other funds holding RMM

Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Estate Planners Group reduced its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 0.09% in Q2 2026, selling an estimated $517 and leaving 42,067 shares worth $622K. The position accounts for 0.28% of the portfolio, ranked #37.

Estate Planners Group first reported a position in RMM in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold RMM as of Q2 2026.

  • Estate Planners Group held 42,067 shares of RiverNorth Managed Duration Municipal Income Fund worth $622K as of Q2 2026.
  • Estate Planners Group sold 36 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2026, an estimated $517.
  • RiverNorth Managed Duration Municipal Income Fund made up 0.28% of Estate Planners Group's portfolio in Q2 2026, its #37 holding.
  • Estate Planners Group first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2026.

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