GWP
RMI

Gateway Wealth Partners’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Gateway Wealth Partners’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
2026
Q2 		$823K Sell
53,143
-53,093
-50% -$812K 0.05% 350
2026
Q1 		$1.6M Buy
106,236
+64,151
+152% +$970K 0.06% 293
2025
Q4 		$602K Buy
42,085
+18
+0% +$262 0.07% 253
2025
Q3 		$615K Buy
+42,067
New +$596K 0.08% 219

Other funds holding RMI

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RCM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Gateway Wealth Partners's RMI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its RiverNorth Opportunistic Municipal Income Fund (RMI) stake by 50% in Q2 2026, selling an estimated $812K and leaving 53,143 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #350.

Gateway Wealth Partners first reported a position in RMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2026. 24 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

  • Gateway Wealth Partners held 53,143 shares of RiverNorth Opportunistic Municipal Income Fund worth $823K as of Q2 2026.
  • Gateway Wealth Partners sold 53,093 RiverNorth Opportunistic Municipal Income Fund shares in Q2 2026, an estimated $812K.
  • RiverNorth Opportunistic Municipal Income Fund made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #350 holding.
  • Gateway Wealth Partners first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's RiverNorth Opportunistic Municipal Income Fund position peaked at $1.6M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.