PWPS
RFMZ

Pinnacle Wealth Planning Services’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RFMZ Stock Details RFMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Hold
963
– – ﹤0.01% 1966
2026
Q1 		$12.2K Buy
963
+607
+171% +$7.84K ﹤0.01% 1929
2025
Q4 		$4.51K Buy
+356
New +$4.6K ﹤0.01% 2311

Other funds holding RFMZ

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's RFMZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its RiverNorth Flexible Municipal Income Fund II (RFMZ) position steady in Q2 2026 at 963 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Pinnacle Wealth Planning Services first reported a position in RFMZ in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 963 shares of RiverNorth Flexible Municipal Income Fund II worth $13.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its RiverNorth Flexible Municipal Income Fund II share count unchanged in Q2 2026.
  • RiverNorth Flexible Municipal Income Fund II made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1966 holding.
  • Pinnacle Wealth Planning Services first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.