IAA
RMMZ

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

Independent Advisor Alliance’s Portfolio RMMZ Stock Details RMMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120,346
Closed -$1.8M – 1249
2024
Q4 		$1.8M Buy
+120,346
New +$1.91M 0.02% 537

Other funds holding RMMZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Independent Advisor Alliance sold out of RiverNorth Managed Duration Municipal Income Fund II (RMMZ) in Q1 2025, closing a stake of 120,346 shares — an estimated $1.8M sold.

Independent Advisor Alliance first reported a position in RMMZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.8M in Q4 2024. 21 funds tracked by Wall St. Rank hold RMMZ as of Q1 2025.

  • Independent Advisor Alliance reported no remaining RiverNorth Managed Duration Municipal Income Fund II position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 120,346 RiverNorth Managed Duration Municipal Income Fund II shares in Q1 2025, an estimated $1.8M.
  • Independent Advisor Alliance first reported a position in RiverNorth Managed Duration Municipal Income Fund II in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's RiverNorth Managed Duration Municipal Income Fund II position peaked at $1.8M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held RiverNorth Managed Duration Municipal Income Fund II as of Q1 2025.

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