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

Wellspring Financial 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	$136K	Hold	10,000	–	–	0.01%	281
2026 Q1	$127K	Hold	10,000	–	–	0.01%	272
2025 Q4	$127K	Hold	10,000	–	–	0.01%	270
2025 Q3	$131K	Hold	10,000	–	–	0.01%	171
2025 Q2	$126K	Hold	10,000	–	–	0.01%	173
2025 Q1	$134K	Hold	10,000	–	–	0.01%	135
2024 Q4	$134K	Hold	10,000	–	–	0.01%	140
2024 Q3	$145K	Hold	10,000	–	–	0.02%	157
2024 Q2	$141K	Hold	10,000	–	–	0.02%	145
2024 Q1	$140K	Hold	10,000	–	–	0.02%	136
2023 Q4	$131K	Hold	10,000	–	–	0.03%	132
2023 Q3	$123K	Hold	10,000	–	–	0.04%	117
2023 Q2	$144K	Hold	10,000	–	–	0.04%	110
2023 Q1	$135K	Hold	10,000	–	–	0.04%	117
2022 Q4	$135K	Buy	+10,000	New	+$134K	0.05%	119

Other funds holding RFMZ

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Wellspring Financial Advisors's RFMZ Position: Q2 2026 in Review

Wellspring Financial Advisors held its RiverNorth Flexible Municipal Income Fund II (RFMZ) position steady in Q2 2026 at 10,000 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #281.

Wellspring Financial Advisors first reported a position in RFMZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $145K in Q3 2024. 14 funds tracked by Wall St. Rank hold RFMZ as of Q2 2026.

Wellspring Financial Advisors held 10,000 shares of RiverNorth Flexible Municipal Income Fund II worth $136K as of Q2 2026.
Wellspring Financial Advisors left its RiverNorth Flexible Municipal Income Fund II share count unchanged in Q2 2026.
RiverNorth Flexible Municipal Income Fund II made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #281 holding.
Wellspring Financial Advisors first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2022 and has held it in 15 quarters since.
Wellspring Financial Advisors's RiverNorth Flexible Municipal Income Fund II position peaked at $145K in Q3 2024.
14 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.