NewEdge Wealth’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

NewEdge Wealth’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
2024 Q4	–	Sell	-24,885	Closed	-$406K	–	954
2024 Q3	$406K	Hold	24,885	–	–	0.01%	665
2024 Q2	$396K	Hold	24,885	–	–	0.01%	596
2024 Q1	$385K	Hold	24,885	–	–	0.01%	614
2023 Q4	$379K	Sell	24,885 -1,542	-6%	-$22.6K	0.01%	564
2023 Q3	$379K	Buy	26,427 +2,500	+10%	+$39.9K	0.01%	499
2023 Q2	$392K	Hold	23,927	–	–	0.01%	500
2023 Q1	$401K	Hold	23,927	–	–	0.02%	450
2022 Q4	$391K	Sell	23,927 -4,347	-15%	-$70.6K	0.02%	401
2022 Q3	$441K	Buy	+28,274	New	+$494K	0.02%	371

Other funds holding RMI

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

NewEdge Wealth's RMI Position: Q4 2024 in Review

NewEdge Wealth sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q4 2024, closing a stake of 24,885 shares — an estimated $406K sold.

NewEdge Wealth first reported a position in RMI in Q3 2022 and held it in 9 quarters. The position peaked at $441K in Q3 2022. 24 funds tracked by Wall St. Rank hold RMI as of Q4 2024.

NewEdge Wealth reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
NewEdge Wealth sold 24,885 RiverNorth Opportunistic Municipal Income Fund shares in Q4 2024, an estimated $406K.
NewEdge Wealth first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q3 2022 and held it in 9 quarters.
NewEdge Wealth's RiverNorth Opportunistic Municipal Income Fund position peaked at $441K in Q3 2022.
24 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q4 2024.

Based on NewEdge Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.