Blue Bell Private Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Blue Bell Private 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
2026 Q2	$17.8K	Hold	2,300	–	–	﹤0.01%	534
2026 Q1	$17.6K	Hold	2,300	–	–	﹤0.01%	518
2025 Q4	$18.3K	Buy	+2,300	New	+$18.6K	﹤0.01%	497

Other funds holding OPP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Blue Bell Private Wealth Management's OPP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q2 2026 at 2,300 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Blue Bell Private Wealth Management first reported a position in OPP in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q4 2025. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

Blue Bell Private Wealth Management held 2,300 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $17.8K as of Q2 2026.
Blue Bell Private Wealth Management left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q2 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #534 holding.
Blue Bell Private Wealth Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
Blue Bell Private Wealth Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $18.3K in Q4 2025.
60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.