LPL Financial’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

LPL Financial’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	$632K	Buy	40,780 +600	+1%	+$9.17K	﹤0.01%	4822
2026 Q1	$605K	Buy	40,180 +14,073	+54%	+$213K	﹤0.01%	4591
2025 Q4	$374K	Hold	26,107	–	–	﹤0.01%	4976
2025 Q3	$382K	Sell	26,107 -1,000	-4%	-$14.2K	﹤0.01%	4857
2025 Q2	$386K	Buy	27,107 +1,000	+4%	+$14.3K	﹤0.01%	4591
2025 Q1	$390K	Buy	26,107 +1,500	+6%	+$23.2K	﹤0.01%	4388
2024 Q4	$371K	Buy	+24,607	New	+$391K	﹤0.01%	4342
2023 Q4	–	Sell	-13,519	Closed	-$194K	–	4883
2023 Q3	$194K	Hold	13,519	–	–	﹤0.01%	4256
2023 Q2	$221K	Buy	13,519 +259	+2%	+$4.24K	﹤0.01%	4082
2023 Q1	$222K	Sell	13,260 -12,825	-49%	-$219K	﹤0.01%	3964
2022 Q4	$426K	Buy	+26,085	New	+$424K	﹤0.01%	3400

Other funds holding RMI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's RMI Position: Q2 2026 in Review

LPL Financial increased its RiverNorth Opportunistic Municipal Income Fund (RMI) stake by 1.5% in Q2 2026, buying an estimated $9.17K and bringing the position to 40,780 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #4822.

LPL Financial first reported a position in RMI in Q4 2022 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

LPL Financial held 40,780 shares of RiverNorth Opportunistic Municipal Income Fund worth $632K as of Q2 2026.
LPL Financial bought 600 RiverNorth Opportunistic Municipal Income Fund shares in Q2 2026, an estimated $9.17K.
RiverNorth Opportunistic Municipal Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4822 holding.
LPL Financial first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2022 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.