BWM
RIV

BlackDiamond Wealth Management’s RiverNorth Opportunities Fund RIV Stock Holding History

BlackDiamond 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
2024
Q3 		– Sell
-28,273
Closed -$348K – 172
2024
Q2 		$348K Buy
28,273
+266
+0.9% +$3.19K 0.23% 95
2024
Q1 		$337K Sell
28,007
-929
-3% -$10.8K 0.24% 93
2023
Q4 		$337K Buy
+28,936
New +$304K 0.25% 90

Other funds holding RIV

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

BlackDiamond Wealth Management's RIV Position: Q3 2024 in Review

BlackDiamond Wealth Management sold out of RiverNorth Opportunities Fund (RIV) in Q3 2024, closing a stake of 28,273 shares — an estimated $348K sold.

BlackDiamond Wealth Management first reported a position in RIV in Q4 2023 and held it in 3 quarters. The position peaked at $348K in Q2 2024. 45 funds tracked by Wall St. Rank hold RIV as of Q3 2024.

  • BlackDiamond Wealth Management reported no remaining RiverNorth Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 28,273 RiverNorth Opportunities Fund shares in Q3 2024, an estimated $348K.
  • BlackDiamond Wealth Management first reported a position in RiverNorth Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • BlackDiamond Wealth Management's RiverNorth Opportunities Fund position peaked at $348K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.