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

B. Riley Wealth Management’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
2022 Q2	$722K	Buy	+186,008	New	+$2.71M	0.84%	10
2022 Q1	–	Sell	-50,985	Closed	-$813K	–	685
2021 Q4	$813K	Buy	50,985 +30,913	+154%	+$523K	0.06%	261
2021 Q3	$341K	Buy	20,072 +562	+3%	+$10.2K	0.03%	426
2021 Q2	$358K	Buy	+19,510	New	+$347K	0.04%	285
2020 Q4	–	Sell	-35,713	Closed	-$512K	–	446
2020 Q3	$512K	Buy	+35,713	New	+$539K	0.06%	226
2020 Q2	–	Sell	-18,647	Closed	-$232K	–	535
2020 Q1	$232K	Buy	+18,647	New	+$287K	0.02%	410

Other funds holding RIV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

B. Riley Wealth Management opened a new position in RiverNorth Opportunities Fund (RIV) in Q2 2022: 186,008 shares worth $722K. The stake represents 0.84% of the portfolio and ranks #10 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in RIV as recently as Q4 2021.

B. Riley Wealth Management first reported a position in RIV in Q1 2020 and has held it in 6 quarters since. The position peaked at $813K in Q4 2021. 32 funds tracked by Wall St. Rank hold RIV as of Q2 2022.

B. Riley Wealth Management held 186,008 shares of RiverNorth Opportunities Fund worth $722K as of Q2 2022.
RiverNorth Opportunities Fund was a new B. Riley Wealth Management position in Q2 2022.
RiverNorth Opportunities Fund made up 0.84% of B. Riley Wealth Management's portfolio in Q2 2022, its #10 holding.
B. Riley Wealth Management first reported a position in RiverNorth Opportunities Fund in Q1 2020 and has held it in 6 quarters since.
B. Riley Wealth Management's RiverNorth Opportunities Fund position peaked at $813K in Q4 2021.
32 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2022.

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