Calamos Advisors
RIV

Calamos Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Calamos 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
2024
Q4 		– Sell
-35,317
Closed -$456K – 948
2024
Q3 		$456K Buy
35,317
+5,046
+17% +$62.3K ﹤0.01% 721
2024
Q2 		$371K Buy
30,271
+6,549
+28% +$78.4K ﹤0.01% 728
2024
Q1 		$286K Buy
+23,722
New +$276K ﹤0.01% 732

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Calamos Advisors's RIV Position: Q4 2024 in Review

Calamos Advisors sold out of RiverNorth Opportunities Fund (RIV) in Q4 2024, closing a stake of 35,317 shares — an estimated $456K sold.

Calamos Advisors first reported a position in RIV in Q1 2024 and held it in 3 quarters. The position peaked at $456K in Q3 2024. 48 funds tracked by Wall St. Rank hold RIV as of Q4 2024.

  • Calamos Advisors reported no remaining RiverNorth Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Calamos Advisors sold 35,317 RiverNorth Opportunities Fund shares in Q4 2024, an estimated $456K.
  • Calamos Advisors first reported a position in RiverNorth Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Calamos Advisors's RiverNorth Opportunities Fund position peaked at $456K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q4 2024.

Based on Calamos Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.