AWS
RIV

Atria Wealth Solutions’s RiverNorth Opportunities Fund RIV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-28,850
Closed -$340K – 1824
2025
Q1 		$340K Sell
28,850
-84,540
-75% -$1.02M ﹤0.01% 1400
2024
Q4 		$1.3M Buy
113,390
+94,486
+500% +$1.18M 0.01% 817
2024
Q3 		$244K Buy
18,904
+2,998
+19% +$37K ﹤0.01% 1645
2024
Q2 		$195K Buy
15,906
+1,339
+9% +$16K ﹤0.01% 1792
2024
Q1 		$175K Buy
14,567
+2,344
+19% +$27.2K ﹤0.01% 1846
2023
Q4 		$134K Buy
+12,223
New +$128K ﹤0.01% 1830
2023
Q1 		– Sell
-13,967
Closed -$172K – 1941
2022
Q4 		$172K Buy
+13,967
New +$174K ﹤0.01% 1638

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
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
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Atria Wealth Solutions's RIV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of RiverNorth Opportunities Fund (RIV) in Q2 2025, closing a stake of 28,850 shares — an estimated $340K sold.

Atria Wealth Solutions first reported a position in RIV in Q4 2022 and held it in 7 quarters. The position peaked at $1.3M in Q4 2024. 48 funds tracked by Wall St. Rank hold RIV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining RiverNorth Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,850 RiverNorth Opportunities Fund shares in Q2 2025, an estimated $340K.
  • Atria Wealth Solutions first reported a position in RiverNorth Opportunities Fund in Q4 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's RiverNorth Opportunities Fund position peaked at $1.3M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.