IAA
RMI

Independent Advisor Alliance’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Independent Advisor Alliance’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,741
Closed -$629K – 1247
2024
Q4 		$629K Buy
+41,741
New +$663K 0.01% 880

Other funds holding RMI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Independent Advisor Alliance sold out of RiverNorth Opportunistic Municipal Income Fund (RMI) in Q1 2025, closing a stake of 41,741 shares — an estimated $629K sold.

Independent Advisor Alliance first reported a position in RMI in Q4 2024 and held it in 1 quarter. The position peaked at $629K in Q4 2024. 23 funds tracked by Wall St. Rank hold RMI as of Q1 2025.

  • Independent Advisor Alliance reported no remaining RiverNorth Opportunistic Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,741 RiverNorth Opportunistic Municipal Income Fund shares in Q1 2025, an estimated $629K.
  • Independent Advisor Alliance first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's RiverNorth Opportunistic Municipal Income Fund position peaked at $629K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2025.

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