IAA
RMM

Independent Advisor Alliance’s RiverNorth Managed Duration Municipal Income Fund RMM Stock Holding History

Independent Advisor Alliance’s Portfolio RMM Stock Details RMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,605
Closed -$427K – 1248
2024
Q4 		$427K Buy
+29,605
New +$459K 0.01% 1005

Other funds holding RMM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Independent Advisor Alliance sold out of RiverNorth Managed Duration Municipal Income Fund (RMM) in Q1 2025, closing a stake of 29,605 shares — an estimated $427K sold.

Independent Advisor Alliance first reported a position in RMM in Q4 2024 and held it in 1 quarter. The position peaked at $427K in Q4 2024. 42 funds tracked by Wall St. Rank hold RMM as of Q1 2025.

  • Independent Advisor Alliance reported no remaining RiverNorth Managed Duration Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,605 RiverNorth Managed Duration Municipal Income Fund shares in Q1 2025, an estimated $427K.
  • Independent Advisor Alliance first reported a position in RiverNorth Managed Duration Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's RiverNorth Managed Duration Municipal Income Fund position peaked at $427K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund as of Q1 2025.

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