KIM
RFMZ

Karpus Investment Management’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Karpus Investment Management’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
Q1 		$3.33M Sell
263,185
-400
-0.2% -$5.17K 0.1% 150
2025
Q4 		$3.34M Sell
263,585
-8,500
-3% -$110K 0.1% 146
2025
Q3 		$3.55M Sell
272,085
-6,241
-2% -$79.4K 0.11% 126
2025
Q2 		$3.52M Buy
278,326
+931
+0.3% +$11.8K 0.11% 131
2025
Q1 		$3.72M Sell
277,395
-9,000
-3% -$125K 0.12% 131
2024
Q4 		$3.84M Sell
286,395
-140,415
-33% -$1.98M 0.11% 125
2024
Q3 		$6.19M Sell
426,810
-166,796
-28% -$2.38M 0.17% 114
2024
Q2 		$8.39M Sell
593,606
-3,253
-0.5% -$45.2K 0.24% 82
2024
Q1 		$8.37M Sell
596,859
-23,672
-4% -$328K 0.24% 81
2023
Q4 		$8.13M Sell
620,531
-12,000
-2% -$152K 0.25% 77
2023
Q3 		$7.79M Sell
632,531
-5,500
-0.9% -$75.4K 0.26% 80
2023
Q2 		$9.17M Sell
638,031
-44,234
-6% -$600K 0.29% 79
2023
Q1 		$9.21M Buy
682,265
+26,767
+4% +$372K 0.29% 82
2022
Q4 		$8.87M Buy
+655,498
New +$8.8M 0.3% 76

Other funds holding RFMZ

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return