U.S. Capital Wealth Advisors’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

U.S. Capital Wealth Advisors’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	$2.45M	Buy	179,728 +13,825	+8%	+$195K	0.06%	301
2025 Q4	$2.26M	Sell	165,903 -740	-0.4%	-$10.3K	0.06%	314
2025 Q3	$2.36M	Buy	166,643 +3,500	+2%	+$48.1K	0.06%	294
2025 Q2	$2.19M	Buy	163,143 +65,888	+68%	+$897K	0.06%	281
2025 Q1	$1.39M	Sell	97,255 -1,070	-1%	-$15.9K	0.04%	358
2024 Q4	$1.42M	Buy	98,325 +3,630	+4%	+$56.3K	0.04%	369
2024 Q3	$1.52M	Hold	94,695	–	–	0.05%	291
2024 Q2	$1.45M	Buy	94,695 +7,040	+8%	+$104K	0.05%	295
2024 Q1	$1.31M	Sell	87,655 -3,875	-4%	-$58K	0.05%	301
2023 Q4	$1.3M	Buy	91,530 +1,000	+1%	+$13.8K	0.05%	292
2023 Q3	$1.24M	Buy	90,530 +16,000	+21%	+$243K	0.06%	279
2023 Q2	$1.13M	Sell	74,530 -500	-0.7%	-$7.62K	0.05%	301
2023 Q1	$1.13M	Buy	75,030 +7,155	+11%	+$111K	0.05%	281
2022 Q4	$977K	Buy	67,875 +23,925	+54%	+$349K	0.05%	331
2022 Q3	$643K	Buy	43,950 +21,125	+93%	+$339K	0.03%	403
2022 Q2	$361K	Buy	22,825 +6,145	+37%	+$98.4K	0.02%	528
2022 Q1	$287K	Buy	16,680 +100	+0.6%	+$1.81K	0.01%	611
2021 Q4	$334K	Hold	16,580	–	–	0.01%	580
2021 Q3	$329K	Buy	+16,580	New	+$349K	0.01%	596

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

U.S. Capital Wealth Advisors's RMM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 8.3% in Q1 2026, buying an estimated $195K and bringing the position to 179,728 shares worth $2.45M. The position accounts for 0.06% of the portfolio, ranked #301.

U.S. Capital Wealth Advisors first reported a position in RMM in Q3 2021 and has held it in 19 quarters since. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

U.S. Capital Wealth Advisors held 179,728 shares of RiverNorth Managed Duration Municipal Income Fund worth $2.45M as of Q1 2026.
U.S. Capital Wealth Advisors bought 13,825 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $195K.
RiverNorth Managed Duration Municipal Income Fund made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #301 holding.
U.S. Capital Wealth Advisors first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2021 and has held it in 19 quarters since.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.