SWP
RMI

Stratos Wealth Partners’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Stratos Wealth Partners’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
2025
Q3 		– Sell
-432,355
Closed -$6.16M – 1591
2025
Q2 		$6.16M Sell
432,355
-39,891
-8% -$572K 0.08% 244
2025
Q1 		$7.05M Sell
472,246
-11,070
-2% -$171K 0.11% 197
2024
Q4 		$7.28M Buy
483,316
+8,865
+2% +$141K 0.1% 203
2024
Q3 		$7.75M Sell
474,451
-14,312
-3% -$229K 0.11% 190
2024
Q2 		$7.78M Buy
488,763
+14,193
+3% +$224K 0.12% 167
2024
Q1 		$7.64M Sell
474,570
-341
-0.1% -$5.44K 0.13% 169
2023
Q4 		$7.23M Sell
474,911
-16,620
-3% -$243K 0.13% 167
2023
Q3 		$7.06M Buy
491,531
+4,396
+0.9% +$70.1K 0.15% 153
2023
Q2 		$7.97M Buy
487,135
+330,607
+211% +$5.42M 0.18% 125
2023
Q1 		$2.62M Sell
156,528
-127,586
-45% -$2.18M 0.07% 263
2022
Q4 		$4.65M Buy
284,114
+192,694
+211% +$3.13M 0.12% 181
2022
Q3 		$1.43M Sell
91,420
-5,860
-6% -$102K 0.04% 389
2022
Q2 		$1.7M Buy
97,280
+41,370
+74% +$714K 0.04% 350
2022
Q1 		$1.04M Buy
+55,910
New +$1.12M 0.02% 538

Other funds holding RMI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Stratos Wealth Partners's RMI Position: Q3 2025 in Review

Stratos Wealth Partners sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q3 2025, closing a stake of 432,355 shares — an estimated $6.16M sold.

Stratos Wealth Partners first reported a position in RMI in Q1 2022 and held it in 14 quarters. The position peaked at $7.97M in Q2 2023. 26 funds tracked by Wall St. Rank hold RMI as of Q3 2025.

  • Stratos Wealth Partners reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 432,355 RiverNorth Opportunistic Municipal Income Fund shares in Q3 2025, an estimated $6.16M.
  • Stratos Wealth Partners first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q1 2022 and held it in 14 quarters.
  • Stratos Wealth Partners's RiverNorth Opportunistic Municipal Income Fund position peaked at $7.97M in Q2 2023.
  • 26 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.