USCWA
RMI

U.S. Capital Wealth Advisors’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-2,000
Closed -$32.7K – 1335
2022
Q4 		$32.7K Buy
+2,000
New +$32.5K ﹤0.01% 983

Other funds holding RMI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

U.S. Capital Wealth Advisors's RMI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q1 2023, closing a stake of 2,000 shares — an estimated $32.7K sold.

U.S. Capital Wealth Advisors first reported a position in RMI in Q4 2022 and held it in 1 quarter. The position peaked at $32.7K in Q4 2022. 18 funds tracked by Wall St. Rank hold RMI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,000 RiverNorth Opportunistic Municipal Income Fund shares in Q1 2023, an estimated $32.7K.
  • U.S. Capital Wealth Advisors first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's RiverNorth Opportunistic Municipal Income Fund position peaked at $32.7K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.