AWA
OPP

Arete Wealth Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Arete Wealth Advisors’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,734
Closed -$228K – 741
2024
Q1 		$228K Buy
26,734
+474
+2% +$3.92K 0.02% 368
2023
Q4 		$217K Buy
26,260
+1,888
+8% +$14.7K 0.02% 655
2023
Q3 		$190K Buy
24,372
+2,489
+11% +$20.7K 0.03% 439
2023
Q2 		$185K Buy
+21,883
New +$180K 0.02% 604

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arete Wealth Advisors's OPP Position: Q2 2024 in Review

Arete Wealth Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2024, closing a stake of 26,734 shares — an estimated $228K sold.

Arete Wealth Advisors first reported a position in OPP in Q2 2023 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 47 funds tracked by Wall St. Rank hold OPP as of Q2 2024.

  • Arete Wealth Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,734 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2024, an estimated $228K.
  • Arete Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $228K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2024.

Based on Arete Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.