LPL Financial
RMMZ

LPL Financial’s RiverNorth Managed Duration Municipal Income Fund II RMMZ Stock Holding History

LPL Financial’s Portfolio RMMZ Stock Details RMMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
22,592
+11,750
+108% +$174K ﹤0.01% 5345
2026
Q1 		$159K Hold
10,842
– – ﹤0.01% 5569
2025
Q4 		$157K Hold
10,842
– – ﹤0.01% 5516
2025
Q3 		$163K Sell
10,842
-5,025
-32% -$72.6K ﹤0.01% 5404
2025
Q2 		$223K Sell
15,867
-2,363
-13% -$33.9K ﹤0.01% 5004
2025
Q1 		$278K Sell
18,230
-6,739
-27% -$105K ﹤0.01% 4635
2024
Q4 		$373K Buy
24,969
+5,097
+26% +$80.7K ﹤0.01% 4337
2024
Q3 		$325K Hold
19,872
– – ﹤0.01% 4362
2024
Q2 		$323K Sell
19,872
-2
-0% -$32 ﹤0.01% 4209
2024
Q1 		$321K Sell
19,874
-6,006
-23% -$95.5K ﹤0.01% 4145
2023
Q4 		$405K Buy
25,880
+12,386
+92% +$179K ﹤0.01% 3832
2023
Q3 		$194K Buy
+13,494
New +$210K ﹤0.01% 4258

Other funds holding RMMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

LPL Financial's RMMZ Position: Q2 2026 in Review

LPL Financial increased its RiverNorth Managed Duration Municipal Income Fund II (RMMZ) stake by 108% in Q2 2026, buying an estimated $174K and bringing the position to 22,592 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #5345.

LPL Financial first reported a position in RMMZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $405K in Q4 2023. 21 funds tracked by Wall St. Rank hold RMMZ as of Q2 2026.

  • LPL Financial held 22,592 shares of RiverNorth Managed Duration Municipal Income Fund II worth $340K as of Q2 2026.
  • LPL Financial bought 11,750 RiverNorth Managed Duration Municipal Income Fund II shares in Q2 2026, an estimated $174K.
  • RiverNorth Managed Duration Municipal Income Fund II made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5345 holding.
  • LPL Financial first reported a position in RiverNorth Managed Duration Municipal Income Fund II in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's RiverNorth Managed Duration Municipal Income Fund II position peaked at $405K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund II as of Q2 2026.

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