PFM
RMI

Professional Financial Management’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Professional Financial Management’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
2026
Q1 		– Sell
-125,547
Closed -$1.8M – 26
2025
Q4 		$1.8M Buy
+125,547
New +$1.83M 2.04% 17

Other funds holding RMI

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Professional Financial Management's RMI Position: Q1 2026 in Review

Professional Financial Management sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q1 2026, closing a stake of 125,547 shares — an estimated $1.8M sold.

Professional Financial Management first reported a position in RMI in Q4 2025 and held it in 1 quarter. The position peaked at $1.8M in Q4 2025. 25 funds tracked by Wall St. Rank hold RMI as of Q1 2026.

  • Professional Financial Management reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Management sold 125,547 RiverNorth Opportunistic Municipal Income Fund shares in Q1 2026, an estimated $1.8M.
  • Professional Financial Management first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • Professional Financial Management's RiverNorth Opportunistic Municipal Income Fund position peaked at $1.8M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2026.

Based on Professional Financial Management's 13F filing for Q1 2026, filed 12 May 2026.