NFSG
RMI

Newbridge Financial Services Group’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-1,500
Closed -$21.9K – 1401
2025
Q3 		$21.9K Hold
1,500
– – ﹤0.01% 719
2025
Q2 		$21.4K Buy
+1,500
New +$21.5K ﹤0.01% 707

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LSC
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PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Newbridge Financial Services Group's RMI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2025, closing a stake of 1,500 shares — an estimated $21.9K sold.

Newbridge Financial Services Group first reported a position in RMI in Q2 2025 and held it in 2 quarters. The position peaked at $21.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold RMI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,500 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2025, an estimated $21.9K.
  • Newbridge Financial Services Group first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's RiverNorth Opportunistic Municipal Income Fund position peaked at $21.9K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.