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
Q1 		$4.87M Buy
437,265
+60,096
+16% +$706K 0.36% 69
2025
Q4 		$4.43M Buy
+377,169
New +$4.4M 0.27% 84

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arete Wealth Advisors's RIV Position: Q1 2026 in Review

Arete Wealth Advisors increased its RiverNorth Opportunities Fund (RIV) stake by 16% in Q1 2026, buying an estimated $706K and bringing the position to 437,265 shares worth $4.87M. The position accounts for 0.36% of the portfolio, ranked #69.

Arete Wealth Advisors first reported a position in RIV in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Arete Wealth Advisors held 437,265 shares of RiverNorth Opportunities Fund worth $4.87M as of Q1 2026.
  • Arete Wealth Advisors bought 60,096 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $706K.
  • RiverNorth Opportunities Fund made up 0.36% of Arete Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Arete Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.