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 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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

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

Estate Planners Group reduced its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 4% in Q1 2026, selling an estimated $24.6K and leaving 42,103 shares worth $574K. The position accounts for 0.28% of the portfolio, ranked #38.

Estate Planners Group first reported a position in RMM in Q4 2025 and has held it in 2 quarters since. The position peaked at $597K in Q4 2025. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

Estate Planners Group held 42,103 shares of RiverNorth Managed Duration Municipal Income Fund worth $574K as of Q1 2026.
Estate Planners Group sold 1,740 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $24.6K.
RiverNorth Managed Duration Municipal Income Fund made up 0.28% of Estate Planners Group's portfolio in Q1 2026, its #38 holding.
Estate Planners Group first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
Estate Planners Group's RiverNorth Managed Duration Municipal Income Fund position peaked at $597K in Q4 2025.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

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