SW
RFM

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

SteelPeak Wealth’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
2025
Q4 		– Sell
-30,000
Closed -$434K – 629
2025
Q3 		$434K Buy
30,000
+200
+0.7% +$2.8K 0.01% 409
2025
Q2 		$416K Buy
29,800
+1,800
+6% +$25.4K 0.02% 377
2025
Q1 		$414K Buy
28,000
+1,750
+7% +$26.7K 0.02% 375
2024
Q4 		$390K Buy
26,250
+7,000
+36% +$111K 0.02% 371
2024
Q3 		$313K Buy
+19,250
New +$308K 0.01% 386

Other funds holding RFM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

SteelPeak Wealth's RFM Position: Q4 2025 in Review

SteelPeak Wealth sold out of RiverNorth Flexible Municipal Income Fund (RFM) in Q4 2025, closing a stake of 30,000 shares — an estimated $434K sold.

SteelPeak Wealth first reported a position in RFM in Q3 2024 and held it in 5 quarters. The position peaked at $434K in Q3 2025. 24 funds tracked by Wall St. Rank hold RFM as of Q4 2025.

  • SteelPeak Wealth reported no remaining RiverNorth Flexible Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 30,000 RiverNorth Flexible Municipal Income Fund shares in Q4 2025, an estimated $434K.
  • SteelPeak Wealth first reported a position in RiverNorth Flexible Municipal Income Fund in Q3 2024 and held it in 5 quarters.
  • SteelPeak Wealth's RiverNorth Flexible Municipal Income Fund position peaked at $434K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.