Twelve Points Wealth Management’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Twelve Points Wealth Management’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
2025 Q4	–	Sell	-13,697	Closed	-$194K	–	204
2025 Q3	$194K	Hold	13,697	–	–	0.05%	185
2025 Q2	$184K	Hold	13,697	–	–	0.05%	182
2025 Q1	$196K	Hold	13,697	–	–	0.05%	168
2024 Q4	$197K	Sell	13,697 -330	-2%	-$5.12K	0.06%	171
2024 Q3	$225K	Hold	14,027	–	–	0.07%	166
2024 Q2	$214K	Buy	14,027 +330	+2%	+$4.89K	0.08%	164
2024 Q1	$205K	Hold	13,697	–	–	0.08%	159
2023 Q4	$194K	Hold	13,697	–	–	0.09%	156
2023 Q3	$188K	Hold	13,697	–	–	0.09%	162
2023 Q2	$207K	Hold	13,697	–	–	0.11%	153
2023 Q1	$206K	Hold	13,697	–	–	0.12%	154
2022 Q4	$197K	Sell	13,697 -320	-2%	-$4.66K	0.13%	156
2022 Q3	$205K	Sell	14,017 -105	-0.7%	-$1.68K	0.16%	149
2022 Q2	$223K	Hold	14,122	–	–	0.17%	151
2022 Q1	$243K	Sell	14,122 -595	-4%	-$10.8K	0.18%	156
2021 Q4	$297K	Buy	+14,717	New	+$290K	0.24%	130

Other funds holding RMM

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

RCM

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

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

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

AAM

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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

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

Twelve Points Wealth Management's RMM Position: Q4 2025 in Review

Twelve Points Wealth Management sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q4 2025, closing a stake of 13,697 shares — an estimated $194K sold.

Twelve Points Wealth Management first reported a position in RMM in Q4 2021 and held it in 16 quarters. The position peaked at $297K in Q4 2021. 55 funds tracked by Wall St. Rank hold RMM as of Q4 2025.

Twelve Points Wealth Management reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Twelve Points Wealth Management sold 13,697 RiverNorth Managed Duration Municipal Income Fund shares in Q4 2025, an estimated $194K.
Twelve Points Wealth Management first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2021 and held it in 16 quarters.
Twelve Points Wealth Management's RiverNorth Managed Duration Municipal Income Fund position peaked at $297K in Q4 2021.
55 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q4 2025.

Based on Twelve Points Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.