EWA
RFMZ

EverSource Wealth Advisors’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

EverSource Wealth Advisors’s Portfolio RFMZ Stock Details RFMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.8K Hold
6,000
– – ﹤0.01% 1488
2026
Q1 		$75.9K Hold
6,000
– – ﹤0.01% 1598
2025
Q4 		$76K Hold
6,000
– – ﹤0.01% 1464
2025
Q3 		$78.3K Buy
6,000
+1,000
+20% +$12.7K ﹤0.01% 1406
2025
Q2 		$63.2K Buy
5,000
+600
+14% +$7.63K ﹤0.01% 1472
2025
Q1 		$59K Hold
4,400
– – ﹤0.01% 1163
2024
Q4 		$59K Hold
4,400
– – ﹤0.01% 1113
2024
Q3 		$63.8K Buy
4,400
+900
+26% +$12.8K ﹤0.01% 968
2024
Q2 		$50.4K Buy
+3,500
New +$48.6K ﹤0.01% 1086

Other funds holding RFMZ

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

EverSource Wealth Advisors's RFMZ Position: Q2 2026 in Review

EverSource Wealth Advisors held its RiverNorth Flexible Municipal Income Fund II (RFMZ) position steady in Q2 2026 at 6,000 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

EverSource Wealth Advisors first reported a position in RFMZ in Q2 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

  • EverSource Wealth Advisors held 6,000 shares of RiverNorth Flexible Municipal Income Fund II worth $81.8K as of Q2 2026.
  • EverSource Wealth Advisors left its RiverNorth Flexible Municipal Income Fund II share count unchanged in Q2 2026.
  • RiverNorth Flexible Municipal Income Fund II made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1488 holding.
  • EverSource Wealth Advisors first reported a position in RiverNorth Flexible Municipal Income Fund II in Q2 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.