AE Wealth Management LLC
Position in RMM — RiverNorth Managed Duration Municipal Income Fund, Inc.
CIK 1697723
TOPEKA, KS
Position in RMM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$187,756
+$6,477 QoQ
Shares Held
12,700
-4.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 54 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $131,933,580 across 45 Asset Management names. RMM ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
349,603 | $39,746,329 | |
| 2 | PFG |
Principal Financial Group Inc
|
257,878 | $27,794,055 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
442,718 | $8,354,088 | |
| 4 | ARCC |
Ares Capital Corp
|
324,360 | $6,010,389 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
345,004 | $5,761,566 | |
| 6 | BEN |
Franklin Resources Inc
|
130,756 | $4,350,225 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
105,442 | $4,241,931 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
291,032 | $3,527,307 |
All Filings in RMM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,756 | 12,700 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $181,279 | 13,300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $181,013 | 13,300 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $188,062 | 13,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $178,353 | 13,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $190,456 | 13,300 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $190,782 | 13,235 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $212,686 | 13,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,375 | 13,655 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $201,121 | 13,435 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $196,463 | 13,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $190,090 | 13,855 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $209,764 | 13,855 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $214,431 | 14,229 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $232,761 | 16,164 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $233,759 | 15,989 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $457,141 | 28,933 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $747,472 | 43,483 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $960,167 | 47,651 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $723,552 | 36,451 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $751,881 | 37,075 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $590,643 | 31,755 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||