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Rivernorth Managed shares owned by Estate Planners Group

Quarter-by-quarter ownership of Rivernorth Managed (RMM) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Rivernorth Managed

Tip: Access up to 7 years of quarterly data

All positions including Rivernorth Managed held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rivernorth Managed by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $597k 44k 13.61

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Rivernorth Managed

Wells Fargo & Company
Robinson Capital Management
Advisors Asset Management
U.S. Capital Wealth Advisors
ProVise Management Group
UBS Group
Wagner Wealth Management
Rockefeller Capital Management
Stifel Financial
Raymond James Financial
Samalin Investment Counsel
LPL Financial
Wedbush Morgan Securities
Oppenheimer & Co
Advisor Group Holdings

View all funds holding Rivernorth Managed