AO
RIV

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
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 $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's RIV Position: Q1 2026 in Review

Advisor OS reduced its RiverNorth Opportunities Fund (RIV) stake by 0.88% in Q1 2026, selling an estimated $6.17K and leaving 58,971 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #254.

Advisor OS first reported a position in RIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q4 2025. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Advisor OS held 58,971 shares of RiverNorth Opportunities Fund worth $655K as of Q1 2026.
  • Advisor OS sold 525 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $6.17K.
  • RiverNorth Opportunities Fund made up 0.05% of Advisor OS's portfolio in Q1 2026, its #254 holding.
  • Advisor OS first reported a position in RiverNorth Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's RiverNorth Opportunities Fund position peaked at $698K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.