Kestra Advisory Services’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-4,923	Closed	-$67K	–	4150
2025 Q4	$67K	Buy	+4,923	New	+$68.7K	﹤0.01%	3749
2024 Q4	–	Sell	-163,720	Closed	-$2.63M	–	2796
2024 Q3	$2.63M	Buy	163,720 +7,090	+5%	+$110K	0.01%	820
2024 Q2	$2.39M	Buy	+156,630	New	+$2.32M	0.01%	879
2021 Q3	–	Sell	-10,035	Closed	-$204K	–	2167
2021 Q2	$204K	Buy	+10,035	New	+$200K	﹤0.01%	1857
2021 Q1	–	Sell	-11,654	Closed	-$207K	–	2026
2020 Q4	$207K	Buy	+11,654	New	+$201K	﹤0.01%	1701

Other funds holding RMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Kestra Advisory Services's RMM Position: Q1 2026 in Review

Kestra Advisory Services sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q1 2026, closing a stake of 4,923 shares — an estimated $67K sold.

Kestra Advisory Services first reported a position in RMM in Q4 2020 and held it in 5 quarters. The position peaked at $2.63M in Q3 2024. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

Kestra Advisory Services reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,923 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $67K.
Kestra Advisory Services first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2020 and held it in 5 quarters.
Kestra Advisory Services's RiverNorth Managed Duration Municipal Income Fund position peaked at $2.63M in Q3 2024.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.