ATPW
RIV

Ashton Thomas Private Wealth’s RiverNorth Opportunities Fund RIV Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-2,000
Closed -$24.5K – 1556
2024
Q2 		$24.5K Buy
+2,000
New +$24K ﹤0.01% 1101

Other funds holding RIV

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Ashton Thomas Private Wealth's RIV Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of RiverNorth Opportunities Fund (RIV) in Q3 2024, closing a stake of 2,000 shares — an estimated $24.5K sold.

Ashton Thomas Private Wealth first reported a position in RIV in Q2 2024 and held it in 1 quarter. The position peaked at $24.5K in Q2 2024. 45 funds tracked by Wall St. Rank hold RIV as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining RiverNorth Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,000 RiverNorth Opportunities Fund shares in Q3 2024, an estimated $24.5K.
  • Ashton Thomas Private Wealth first reported a position in RiverNorth Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's RiverNorth Opportunities Fund position peaked at $24.5K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.