Melfa Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Melfa Wealth Management’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	$150K	Buy	10,981 +26	+0.2%	+$367	0.09%	177
2025 Q4	$149K	Buy	10,955 +28	+0.3%	+$391	0.09%	186
2025 Q3	$155K	Buy	10,927 +28	+0.3%	+$385	0.09%	181
2025 Q2	$146K	Buy	10,899 +28	+0.3%	+$381	0.09%	187
2025 Q1	$156K	Buy	10,871 +24	+0.2%	+$356	0.11%	179
2024 Q4	$156K	Hold	10,847	–	–	0.1%	180
2024 Q3	$174K	Hold	10,847	–	–	0.12%	177
2024 Q2	$166K	Hold	10,847	–	–	0.12%	173
2024 Q1	$162K	Hold	10,847	–	–	0.12%	167
2023 Q4	$154K	Hold	10,847	–	–	0.14%	122
2023 Q3	$149K	Hold	10,847	–	–	0.16%	114
2023 Q2	$164K	Hold	10,847	–	–	0.17%	114
2023 Q1	$163K	Hold	10,847	–	–	0.16%	115
2022 Q4	$156K	Buy	+10,847	New	+$158K	0.16%	111

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

Melfa Wealth Management's RMM Position: Q1 2026 in Review

Melfa Wealth Management increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 0.24% in Q1 2026, buying an estimated $367 and bringing the position to 10,981 shares worth $150K. The position accounts for 0.09% of the portfolio, ranked #177.

Melfa Wealth Management first reported a position in RMM in Q4 2022 and has held it in 14 quarters since. The position peaked at $174K in Q3 2024. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

Melfa Wealth Management held 10,981 shares of RiverNorth Managed Duration Municipal Income Fund worth $150K as of Q1 2026.
Melfa Wealth Management bought 26 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $367.
RiverNorth Managed Duration Municipal Income Fund made up 0.09% of Melfa Wealth Management's portfolio in Q1 2026, its #177 holding.
Melfa Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $174K in Q3 2024.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.