RMI β€” RIVERNORTH OPPORTUNISTIC MUN

Ownership history in Cypress Wealth Services, LLC  Β·  29 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported RIVERNORTH OPPORTUNISTIC MUN (RMI) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows RMI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in RIVERNORTH OPPORTUNISTIC MUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RMI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RMI stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held RMI β€” position size vs. price
% of Fund (quarterly)    RMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 32,500 β€” 0% 0.07% $489K 2026-04-15 $15.43
2025 Q4 UNCHANGED 32,500 β€” 0% 0.06% $465K 2026-01-14 $14.35
2025 Q3 UNCHANGED 32,500 β€” 0% 0.08% $475K 2025-10-15 $14.12
2025 Q2 UNCHANGED 32,500 β€” 0% 0.08% $463K 2025-07-28 $13.15
2025 Q1 UNCHANGED 32,500 β€” 0% 0.10% $485K 2025-04-10 $12.82
2024 Q4 UNCHANGED 32,500 β€” 0% 0.10% $489K 2025-01-15 $14.03
2024 Q3 UNCHANGED 32,500 β€” 0% 0.11% $531K 2024-10-09 $14.49
2024 Q2 UNCHANGED 32,500 β€” 0% 0.12% $517K 2024-07-12 $14.08
2024 Q1 UNCHANGED 32,500 β€” 0% 0.12% $523K 2024-04-16 $13.25
2023 Q4 UNCHANGED 32,500 β€” 0% 0.12% $495K 2024-01-11 $13.33
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RMI

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.22% XML Financial, LLC 3Y 0.01% Plancorp, LLC 3Y 7Y 0.01% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Cypress Wealth Services, LLC and RMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning RMI?

Cypress Wealth Services, LLC reported RMI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RMI position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for RMI was 0.12% in 2023 Q4.

What is the latest reported RMI position on this page?

The most recent filing on this page is 2026 Q1, when Cypress Wealth Services, LLC reported 32,500 shares, equal to 0.07% of portfolio, with an estimated market value of $489K.

What does the chart on this RMI ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly RMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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