Avantax Advisory Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Avantax Advisory Services’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
2023 Q3	–	Sell	-42,139	Closed	-$356K	–	1600
2023 Q2	$356K	Hold	42,139	–	–	﹤0.01%	1093
2023 Q1	$356K	Hold	42,139	–	–	﹤0.01%	1062
2022 Q4	$361K	Hold	42,139	–	–	﹤0.01%	1017
2022 Q3	$383K	Buy	+42,139	New	+$447K	0.01%	897

Other funds holding OPP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Avantax Advisory Services's OPP Position: Q3 2023 in Review

Avantax Advisory Services sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2023, closing a stake of 42,139 shares — an estimated $356K sold.

Avantax Advisory Services first reported a position in OPP in Q3 2022 and held it in 4 quarters. The position peaked at $383K in Q3 2022. 52 funds tracked by Wall St. Rank hold OPP as of Q3 2023.

Avantax Advisory Services reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 42,139 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2023, an estimated $356K.
Avantax Advisory Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2022 and held it in 4 quarters.
Avantax Advisory Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $383K in Q3 2022.
52 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.