IAA
RFMZ

Independent Advisor Alliance’s RiverNorth Flexible Municipal Income Fund II RFMZ Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-137,379
Closed -$1.84M – 1243
2024
Q4 		$1.84M Buy
+137,379
New +$1.94M 0.02% 532

Other funds holding RFMZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Independent Advisor Alliance's RFMZ Position: Q1 2025 in Review

Independent Advisor Alliance sold out of RiverNorth Flexible Municipal Income Fund II (RFMZ) in Q1 2025, closing a stake of 137,379 shares — an estimated $1.84M sold.

Independent Advisor Alliance first reported a position in RFMZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.84M in Q4 2024. 47 funds tracked by Wall St. Rank hold RFMZ as of Q1 2025.

  • Independent Advisor Alliance reported no remaining RiverNorth Flexible Municipal Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 137,379 RiverNorth Flexible Municipal Income Fund II shares in Q1 2025, an estimated $1.84M.
  • Independent Advisor Alliance first reported a position in RiverNorth Flexible Municipal Income Fund II in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's RiverNorth Flexible Municipal Income Fund II position peaked at $1.84M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund II as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.