NewEdge Advisors’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

NewEdge Advisors’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	$243K	Buy	17,850 +1,700	+11%	+$24K	﹤0.01%	2497
2025 Q4	$220K	Buy	16,150 +400	+3%	+$5.58K	﹤0.01%	2529
2025 Q3	$223K	Sell	15,750 -1,000	-6%	-$13.8K	﹤0.01%	2363
2025 Q2	$225K	Buy	16,750 +1,150	+7%	+$15.6K	﹤0.01%	2168
2025 Q1	$223K	Hold	15,600	–	–	﹤0.01%	2049
2024 Q4	$225K	Sell	15,600 -8,415	-35%	-$131K	﹤0.01%	2032
2024 Q3	$386K	Buy	24,015 +3,154	+15%	+$49K	﹤0.01%	1636
2024 Q2	$318K	Buy	20,861 +3,855	+23%	+$57.2K	﹤0.01%	1686
2024 Q1	$255K	Buy	+17,006	New	+$254K	﹤0.01%	1717
2023 Q1	–	Sell	-5,000	Closed	-$72K	–	3997
2022 Q4	$72K	Buy	+5,000	New	+$72.8K	﹤0.01%	1578

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

NewEdge Advisors's RMM Position: Q1 2026 in Review

NewEdge Advisors increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 11% in Q1 2026, buying an estimated $24K and bringing the position to 17,850 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

NewEdge Advisors first reported a position in RMM in Q4 2022 and has held it in 10 quarters since. The position peaked at $386K in Q3 2024. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

NewEdge Advisors held 17,850 shares of RiverNorth Managed Duration Municipal Income Fund worth $243K as of Q1 2026.
NewEdge Advisors bought 1,700 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $24K.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2497 holding.
NewEdge Advisors first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's RiverNorth Managed Duration Municipal Income Fund position peaked at $386K in Q3 2024.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.