FWM
RMI

Fortress Wealth Management’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Fortress Wealth Management’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-51,254
Closed -$951K – 64
2022
Q1 		$951K Buy
51,254
+3,280
+7% +$65.6K 0.73% 30
2021
Q4 		$1.07M Buy
+47,974
New +$1.08M 0.81% 26

Other funds holding RMI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fortress Wealth Management's RMI Position: Q2 2022 in Review

Fortress Wealth Management sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q2 2022, closing a stake of 51,254 shares — an estimated $951K sold.

Fortress Wealth Management first reported a position in RMI in Q4 2021 and held it in 2 quarters. The position peaked at $1.07M in Q4 2021. 17 funds tracked by Wall St. Rank hold RMI as of Q2 2022.

  • Fortress Wealth Management reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 51,254 RiverNorth Opportunistic Municipal Income Fund shares in Q2 2022, an estimated $951K.
  • Fortress Wealth Management first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2021 and held it in 2 quarters.
  • Fortress Wealth Management's RiverNorth Opportunistic Municipal Income Fund position peaked at $1.07M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2022.

Based on Fortress Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.