B. Riley Wealth Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

B. Riley 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
2024 Q4	$2.11M	Sell	183,738 -69,491	-27%	-$867K	0.07%	268
2024 Q3	$3.27M	Buy	253,229 +4,989	+2%	+$61.6K	0.09%	216
2024 Q2	$3.04M	Buy	248,240 +54,790	+28%	+$656K	0.08%	240
2024 Q1	$2.03M	Sell	193,450 -18,219	-9%	-$212K	0.06%	348
2023 Q4	$2.33M	Buy	211,669 +18,219	+9%	+$191K	0.06%	324
2023 Q3	$2.03M	Sell	193,450 -43,490	-18%	-$488K	0.06%	348
2023 Q2	$2.71M	Buy	236,940 +9,945	+4%	+$111K	0.06%	294
2023 Q1	$2.58M	Buy	226,995 +3,141	+1%	+$37.2K	0.07%	286
2022 Q4	$2.75M	Buy	223,854 +36,200	+19%	+$450K	0.08%	261
2022 Q3	$2.29M	Buy	+187,654	New	+$2.66M	0.07%	280

Other funds holding RIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

SFS

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

B. Riley Wealth Advisors's RIV Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its RiverNorth Opportunities Fund (RIV) stake by 27% in Q4 2024, selling an estimated $867K and leaving 183,738 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #268.

B. Riley Wealth Advisors first reported a position in RIV in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.27M in Q3 2024. 48 funds tracked by Wall St. Rank hold RIV as of Q4 2024.

B. Riley Wealth Advisors held 183,738 shares of RiverNorth Opportunities Fund worth $2.11M as of Q4 2024.
B. Riley Wealth Advisors sold 69,491 RiverNorth Opportunities Fund shares in Q4 2024, an estimated $867K.
RiverNorth Opportunities Fund made up 0.07% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #268 holding.
B. Riley Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q3 2022 and has held it in 10 quarters since.
B. Riley Wealth Advisors's RiverNorth Opportunities Fund position peaked at $3.27M in Q3 2024.
48 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.