BFC Planning, Inc.’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

BFC Planning, Inc.’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 Q3	–	Sell	-7,665	Closed	-$113K	–	3589
2026 Q2	$113K	Buy	7,665 +1	+0%	+$14	﹤0.01%	1185
2026 Q1	$104K	Sell	7,664 -1	-0%	-$14	﹤0.01%	1091
2025 Q4	$104K	Hold	7,665	–	–	﹤0.01%	1093
2025 Q3	$108K	Sell	7,665 -10,900	-59%	-$150K	0.01%	897
2025 Q2	$249K	Buy	18,565 +1	+0%	+$14	0.02%	551
2025 Q1	$266K	Hold	18,564	–	–	0.02%	508
2024 Q4	$268K	Buy	18,564 +1,199	+7%	+$18.6K	0.02%	504
2024 Q3	$279K	Buy	+17,365	New	+$270K	0.02%	499

Other funds holding RMM

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFC Planning, Inc.'s RMM Position: Q3 2026 in Review

BFC Planning, Inc. sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q3 2026, closing a stake of 7,665 shares — an estimated $113K sold.

BFC Planning, Inc. first reported a position in RMM in Q3 2024 and held it in 8 quarters. The position peaked at $279K in Q3 2024. 37 funds tracked by Wall St. Rank hold RMM as of Q3 2026.

BFC Planning, Inc. reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 7,665 RiverNorth Managed Duration Municipal Income Fund shares in Q3 2026, an estimated $113K.
BFC Planning, Inc. first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2024 and held it in 8 quarters.
BFC Planning, Inc.'s RiverNorth Managed Duration Municipal Income Fund position peaked at $279K in Q3 2024.
37 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.