AWA
RIV

Arete Wealth Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Arete Wealth Advisors’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 		$5.13M Buy
440,153
+2,888
+0.7% +$33.4K 0.34% 74
2026
Q1 		$4.87M Buy
437,265
+60,096
+16% +$706K 0.36% 69
2025
Q4 		$4.43M Buy
+377,169
New +$4.4M 0.31% 84

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arete Wealth Advisors's RIV Position: Q2 2026 in Review

Arete Wealth Advisors increased its RiverNorth Opportunities Fund (RIV) stake by 0.66% in Q2 2026, buying an estimated $33.4K and bringing the position to 440,153 shares worth $5.13M. The position accounts for 0.34% of the portfolio, ranked #74.

Arete Wealth Advisors first reported a position in RIV in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Arete Wealth Advisors held 440,153 shares of RiverNorth Opportunities Fund worth $5.13M as of Q2 2026.
  • Arete Wealth Advisors bought 2,888 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $33.4K.
  • RiverNorth Opportunities Fund made up 0.34% of Arete Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Arete Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.