Advisor OS’s RiverNorth Opportunities Fund RIV Stock Holding History

Advisor OS’s Portfolio RIV Stock Details RIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831K	Buy	71,289 +12,318	+21%	+$143K	0.06%	230
2026 Q1	$655K	Sell	58,971 -525	-0.9%	-$6.17K	0.05%	254
2025 Q4	$698K	Buy	59,496 +6,023	+11%	+$70.3K	0.06%	223
2025 Q3	$642K	Sell	53,473 -192	-0.4%	-$2.36K	0.06%	217
2025 Q2	$658K	Buy	53,665 +500	+0.9%	+$5.85K	0.06%	208
2025 Q1	$627K	Buy	53,165 +1,369	+3%	+$16.5K	0.07%	198
2024 Q4	$595K	Buy	+51,796	New	+$646K	0.07%	196

Other funds holding RIV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor OS's RIV Position: Q2 2026 in Review

Advisor OS increased its RiverNorth Opportunities Fund (RIV) stake by 21% in Q2 2026, buying an estimated $143K and bringing the position to 71,289 shares worth $831K. The position accounts for 0.06% of the portfolio, ranked #230.

Advisor OS first reported a position in RIV in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Advisor OS held 71,289 shares of RiverNorth Opportunities Fund worth $831K as of Q2 2026.
Advisor OS bought 12,318 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $143K.
RiverNorth Opportunities Fund made up 0.06% of Advisor OS's portfolio in Q2 2026, its #230 holding.
Advisor OS first reported a position in RiverNorth Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.