SWM
RFM

Spire Wealth Management’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

Spire Wealth Management’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,499
Closed -$40.7K – 2510
2024
Q3 		$40.7K Sell
2,499
-1
-0% -$16 ﹤0.01% 1199
2024
Q2 		$40.5K Hold
2,500
– – ﹤0.01% 1189
2024
Q1 		$40.6K Sell
2,500
-1,000
-29% -$15.8K ﹤0.01% 1286
2023
Q4 		$53.1K Sell
3,500
-5,100
-59% -$73.5K ﹤0.01% 1187
2023
Q3 		$123K Hold
8,600
– – ﹤0.01% 878
2023
Q2 		$137K Hold
8,600
– – 0.01% 864
2023
Q1 		$133K Buy
8,600
+2,500
+41% +$39.9K 0.01% 871
2022
Q4 		$96K Sell
6,100
-700
-10% -$11.1K 0.01% 763
2022
Q3 		$106K Sell
6,800
-2,500
-27% -$42.5K 0.01% 696
2022
Q2 		$155K Hold
9,300
– – 0.01% 856
2022
Q1 		$173K Buy
9,300
+700
+8% +$14.1K ﹤0.01% 951
2021
Q4 		$188K Hold
8,600
– – ﹤0.01% 1124
2021
Q3 		$201K Hold
8,600
– – 0.01% 924
2021
Q2 		$203K Buy
8,600
+500
+6% +$11.7K 0.01% 941
2021
Q1 		$179K Buy
+8,100
New +$179K ﹤0.01% 1120

Other funds holding RFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's RFM Position: Q4 2024 in Review

Spire Wealth Management sold out of RiverNorth Flexible Municipal Income Fund (RFM) in Q4 2024, closing a stake of 2,499 shares — an estimated $40.7K sold.

Spire Wealth Management first reported a position in RFM in Q1 2021 and held it in 15 quarters. The position peaked at $203K in Q2 2021. 21 funds tracked by Wall St. Rank hold RFM as of Q4 2024.

  • Spire Wealth Management reported no remaining RiverNorth Flexible Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 2,499 RiverNorth Flexible Municipal Income Fund shares in Q4 2024, an estimated $40.7K.
  • Spire Wealth Management first reported a position in RiverNorth Flexible Municipal Income Fund in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's RiverNorth Flexible Municipal Income Fund position peaked at $203K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.