B. Riley Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$538	Buy	49,972 +22,850	+84%	+$254K	﹤0.01%	398
2022 Q1	$334K	Buy	27,122 +5,060	+23%	+$67.2K	0.03%	426
2021 Q4	$310K	Buy	22,062 +4,858	+28%	+$71.5K	0.02%	466
2021 Q3	$248K	Hold	17,204	–	–	0.02%	500
2021 Q2	$265K	Buy	17,204 +3,036	+21%	+$46.2K	0.03%	333
2021 Q1	$211K	Buy	14,168 +1,518	+12%	+$22.1K	0.02%	362
2020 Q4	$179K	Buy	+12,650	New	+$176K	0.02%	337

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

B. Riley Wealth Management's OPP Position: Q2 2022 in Review

B. Riley Wealth Management increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 84% in Q2 2022, buying an estimated $254K and bringing the position to 49,972 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #398.

B. Riley Wealth Management first reported a position in OPP in Q4 2020 and has held it in 7 quarters since. The position peaked at $334K in Q1 2022. 45 funds tracked by Wall St. Rank hold OPP as of Q2 2022.

B. Riley Wealth Management held 49,972 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $538 as of Q2 2022.
B. Riley Wealth Management bought 22,850 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2022, an estimated $254K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #398 holding.
B. Riley Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $334K in Q1 2022.
45 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.