UBS Group’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

UBS Group’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	$2.3M	Buy	168,540 +8,608	+5%	+$122K	﹤0.01%	4851
2025 Q4	$2.18M	Sell	159,932 -48,979	-23%	-$684K	﹤0.01%	4903
2025 Q3	$2.95M	Sell	208,911 -93,210	-31%	-$1.28M	﹤0.01%	4579
2025 Q2	$4.05M	Sell	302,121 -40,190	-12%	-$547K	﹤0.01%	4084
2025 Q1	$4.9M	Buy	342,311 +19,564	+6%	+$290K	﹤0.01%	3799
2024 Q4	$4.65M	Buy	322,747 +118,543	+58%	+$1.84M	﹤0.01%	3922
2024 Q3	$3.28M	Sell	204,204 -2,774	-1%	-$43.1K	﹤0.01%	3495
2024 Q2	$3.16M	Buy	206,978 +18,102	+10%	+$269K	﹤0.01%	3298
2024 Q1	$2.83M	Sell	188,876 -7,495	-4%	-$112K	﹤0.01%	3594
2023 Q4	$2.78M	Sell	196,371 -3,769	-2%	-$52.1K	﹤0.01%	3461
2023 Q3	$2.75M	Sell	200,140 -7,701	-4%	-$117K	﹤0.01%	3140
2023 Q2	$3.15M	Sell	207,841 -6,126	-3%	-$93.4K	﹤0.01%	3060
2023 Q1	$3.22M	Sell	213,967 -43,117	-17%	-$669K	﹤0.01%	2929
2022 Q4	$3.7M	Sell	257,084 -119,209	-32%	-$1.74M	﹤0.01%	2786
2022 Q3	$5.5M	Buy	376,293 +10,515	+3%	+$169K	﹤0.01%	2273
2022 Q2	$5.78M	Buy	365,778 +13,141	+4%	+$210K	﹤0.01%	2249
2022 Q1	$6.06M	Sell	352,637 -27,077	-7%	-$490K	﹤0.01%	2354
2021 Q4	$7.65M	Sell	379,714 -9,075	-2%	-$179K	﹤0.01%	2389
2021 Q3	$7.72M	Sell	388,789 -13,349	-3%	-$281K	﹤0.01%	2252
2021 Q2	$8.15M	Buy	402,138 +16,056	+4%	+$320K	﹤0.01%	2214
2021 Q1	$7.18M	Sell	386,082 -1,856	-0.5%	-$34.3K	﹤0.01%	2257
2020 Q4	$6.91M	Sell	387,938 -138,715	-26%	-$2.39M	﹤0.01%	2155
2020 Q3	$8.79M	Buy	526,653 +50,872	+11%	+$877K	﹤0.01%	1735
2020 Q2	$8.15M	Buy	475,781 +69,182	+17%	+$1.18M	﹤0.01%	1671
2020 Q1	$7.27M	Sell	406,599 -2,418	-0.6%	-$46.9K	﹤0.01%	1633
2019 Q4	$7.91M	Buy	409,017 +54,506	+15%	+$1.08M	﹤0.01%	2162
2019 Q3	$7.11M	Buy	+354,511	New	+$7.17M	﹤0.01%	2055

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

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

UBS Group's RMM Position: Q1 2026 in Review

UBS Group increased its RiverNorth Managed Duration Municipal Income Fund (RMM) stake by 5.4% in Q1 2026, buying an estimated $122K and bringing the position to 168,540 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4851.

UBS Group first reported a position in RMM in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.79M in Q3 2020. 50 funds tracked by Wall St. Rank hold RMM as of Q1 2026.

UBS Group held 168,540 shares of RiverNorth Managed Duration Municipal Income Fund worth $2.3M as of Q1 2026.
UBS Group bought 8,608 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2026, an estimated $122K.
RiverNorth Managed Duration Municipal Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4851 holding.
UBS Group first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q3 2019 and has held it in 27 quarters since.
UBS Group's RiverNorth Managed Duration Municipal Income Fund position peaked at $8.79M in Q3 2020.
50 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.