Samalin Investment Counsel’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Samalin Investment Counsel’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 Q2	$568K	Sell	38,437 -16,123	-30%	-$231K	0.18%	143
2026 Q1	$744K	Sell	54,560 -7,064	-11%	-$99.8K	0.26%	116
2025 Q4	$839K	Buy	61,624 +2,880	+5%	+$40.2K	0.3%	95
2025 Q3	$831K	Buy	+58,744	New	+$808K	0.29%	100
2023 Q3	–	Sell	-12,181	Closed	-$184K	–	278
2023 Q2	$184K	Sell	12,181 -1,734	-12%	-$26.4K	0.1%	251
2023 Q1	$210K	Sell	13,915 -2,025	-13%	-$31.4K	0.13%	220
2022 Q4	$230K	Sell	15,940 -28,835	-64%	-$420K	0.15%	195
2022 Q3	$655K	Sell	44,775 -224	-0.5%	-$3.59K	0.48%	54
2022 Q2	$711K	Buy	44,999 +2,991	+7%	+$47.9K	0.5%	56
2022 Q1	$722K	Buy	42,008 +762	+2%	+$13.8K	0.44%	66
2021 Q4	$831K	Sell	41,246 -4,118	-9%	-$81.2K	0.5%	50
2021 Q3	$900K	Sell	45,364 -1,166	-3%	-$24.5K	0.59%	40
2021 Q2	$944K	Buy	46,530 +12,519	+37%	+$249K	0.61%	34
2021 Q1	$632K	Buy	34,011 +2,759	+9%	+$50.9K	0.42%	73
2020 Q4	$556K	Buy	31,252 +929	+3%	+$16K	0.42%	69
2020 Q3	$506K	Buy	+30,323	New	+$523K	0.45%	66

Other funds holding RMM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Samalin Investment Counsel's RMM Position: Q2 2026 in Review

Samalin Investment Counsel reduced its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 30% in Q2 2026, selling an estimated $231K and leaving 38,437 shares worth $568K. The position accounts for 0.18% of the portfolio, ranked #143.

Samalin Investment Counsel first reported a position in RMM in Q3 2020 and has held it in 16 quarters since. The position peaked at $944K in Q2 2021. 18 funds tracked by Wall St. Rank hold RMM as of Q2 2026.

Samalin Investment Counsel held 38,437 shares of RiverNorth Managed Duration Municipal Income Fund worth $568K as of Q2 2026.
Samalin Investment Counsel sold 16,123 RiverNorth Managed Duration Municipal Income Fund shares in Q2 2026, an estimated $231K.
RiverNorth Managed Duration Municipal Income Fund made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #143 holding.
Samalin Investment Counsel first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2020 and has held it in 16 quarters since.
Samalin Investment Counsel's RiverNorth Managed Duration Municipal Income Fund position peaked at $944K in Q2 2021.
18 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.