BDO Wealth Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

BDO 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
2023 Q2	$121K	Hold	10,570	–	–	0.01%	314
2023 Q1	$120K	Sell	10,570 -6,552	-38%	-$77.7K	0.01%	307
2022 Q4	$210K	Sell	17,122 -2,271	-12%	-$28.2K	0.03%	249
2022 Q3	$236K	Sell	19,393 -6,000	-24%	-$85K	0.03%	232
2022 Q2	$359K	Hold	25,393	–	–	0.04%	200
2022 Q1	$406K	Sell	25,393 -1,100	-4%	-$17.7K	0.04%	198
2021 Q4	$423K	Sell	26,493 -3,817	-13%	-$64.6K	0.04%	199
2021 Q3	$515K	Sell	30,310 -8	-0%	-$145	0.06%	179
2021 Q2	$557K	Sell	30,318 -5,109	-14%	-$91K	0.06%	174
2021 Q1	$618K	Buy	+35,427	New	+$607K	0.07%	163

Other funds holding RIV

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

SIA

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

BDO Wealth Advisors's RIV Position: Q2 2023 in Review

BDO Wealth Advisors held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2023 at 10,570 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #314.

BDO Wealth Advisors first reported a position in RIV in Q1 2021 and has held it in 10 quarters since. The position peaked at $618K in Q1 2021. 46 funds tracked by Wall St. Rank hold RIV as of Q2 2023.

BDO Wealth Advisors held 10,570 shares of RiverNorth Opportunities Fund worth $121K as of Q2 2023.
BDO Wealth Advisors left its RiverNorth Opportunities Fund share count unchanged in Q2 2023.
RiverNorth Opportunities Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #314 holding.
BDO Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's RiverNorth Opportunities Fund position peaked at $618K in Q1 2021.
46 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.