Steward Partners Investment Advisory’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Steward Partners Investment Advisory’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 Q1	$81.2K	Sell	5,960 -2,696	-31%	-$38.1K	﹤0.01%	2498
2025 Q4	$118K	Sell	8,656 -9,535	-52%	-$133K	﹤0.01%	2209
2025 Q3	$257K	Buy	18,191 +16	+0.1%	+$220	﹤0.01%	1734
2025 Q2	$244K	Sell	18,175 -199	-1%	-$2.71K	﹤0.01%	1660
2025 Q1	$263K	Buy	18,374 +8,059	+78%	+$119K	﹤0.01%	1513
2024 Q4	$149K	Sell	10,315 -1,345	-12%	-$20.9K	﹤0.01%	1772
2024 Q3	$187K	Hold	11,660	–	–	﹤0.01%	1558
2024 Q2	$178K	Sell	11,660 -340	-3%	-$5.04K	﹤0.01%	1500
2024 Q1	$180K	Sell	12,000 -5,360	-31%	-$80.2K	﹤0.01%	1485
2023 Q4	$246K	Sell	17,360 -84	-0.5%	-$1.16K	﹤0.01%	1300
2023 Q3	$239K	Hold	17,444	–	–	﹤0.01%	1201
2023 Q2	$264K	Sell	17,444 -4,705	-21%	-$71.7K	﹤0.01%	1170
2023 Q1	$334K	Buy	22,149 +2,452	+12%	+$38K	0.01%	1073
2022 Q4	$284K	Buy	19,697 +6,575	+50%	+$95.8K	﹤0.01%	1100
2022 Q3	$192K	Buy	13,122 +4,237	+48%	+$68K	﹤0.01%	1218
2022 Q2	$140K	Buy	8,885 +1,514	+21%	+$24.2K	﹤0.01%	1353
2022 Q1	$127K	Buy	+7,371	New	+$133K	﹤0.01%	1502

Other funds holding RMM

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Steward Partners Investment Advisory's RMM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 31% in Q1 2026, selling an estimated $38.1K and leaving 5,960 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Steward Partners Investment Advisory first reported a position in RMM in Q1 2022 and has held it in 17 quarters since. The position peaked at $334K in Q1 2023. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

Steward Partners Investment Advisory held 5,960 shares of RiverNorth Managed Duration Municipal Income Fund worth $81.2K as of Q1 2026.
Steward Partners Investment Advisory sold 2,696 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $38.1K.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2498 holding.
Steward Partners Investment Advisory first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q1 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's RiverNorth Managed Duration Municipal Income Fund position peaked at $334K in Q1 2023.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.