Waverly Advisors
RFMZ icon

Waverly Advisors’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Waverly Advisors’s Portfolio RFMZ Stock Details RFMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
23,009
+2,503
+12% +$32.9K ﹤0.01% 1396
2026
Q1 		$259K Buy
20,506
+1,322
+7% +$17.1K ﹤0.01% 1382
2025
Q4 		$243K Buy
19,184
+7,971
+71% +$103K ﹤0.01% 1307
2025
Q3 		$146K Buy
11,213
+124
+1% +$1.58K ﹤0.01% 1239
2025
Q2 		$140K Buy
+11,089
New +$141K ﹤0.01% 1154

Other funds holding RFMZ

Pathstone Holdings
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Waverly Advisors's RFMZ Position: Q2 2026 in Review

Waverly Advisors increased its RiverNorth Flexible Municipal Income Fund II (RFMZ) stake by 12% in Q2 2026, buying an estimated $32.9K and bringing the position to 23,009 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Waverly Advisors first reported a position in RFMZ in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

  • Waverly Advisors held 23,009 shares of RiverNorth Flexible Municipal Income Fund II worth $314K as of Q2 2026.
  • Waverly Advisors bought 2,503 RiverNorth Flexible Municipal Income Fund II shares in Q2 2026, an estimated $32.9K.
  • RiverNorth Flexible Municipal Income Fund II made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1396 holding.
  • Waverly Advisors first reported a position in RiverNorth Flexible Municipal Income Fund II in Q2 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.