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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Wealth Partners's RMI Position: Q1 2026 in Review

Gateway Wealth Partners increased its RiverNorth Opportunistic Municipal Income Fund (RMI) stake by 152% in Q1 2026, buying an estimated $970K and bringing the position to 106,236 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #293.

Gateway Wealth Partners first reported a position in RMI in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold RMI as of Q1 2026.

  • Gateway Wealth Partners held 106,236 shares of RiverNorth Opportunistic Municipal Income Fund worth $1.6M as of Q1 2026.
  • Gateway Wealth Partners bought 64,151 RiverNorth Opportunistic Municipal Income Fund shares in Q1 2026, an estimated $970K.
  • RiverNorth Opportunistic Municipal Income Fund made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #293 holding.
  • Gateway Wealth Partners first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.