Carson Wealth (CWM LLC)’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$2.94K	Hold	384	–	–	﹤0.01%	5189
2025 Q4	$3K	Hold	384	–	–	﹤0.01%	5001
2025 Q3	$3K	Hold	384	–	–	﹤0.01%	4920
2025 Q2	$3K	Hold	384	–	–	﹤0.01%	4795
2025 Q1	$3K	Hold	384	–	–	﹤0.01%	4657
2024 Q4	$3K	Sell	384 -5	-1%	-$43	﹤0.01%	4435
2024 Q3	$3K	Buy	+389	New	+$3.42K	﹤0.01%	4303

Other funds holding OPP

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

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

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

SIA

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

AAM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s OPP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q1 2026 at 384 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #5189.

Carson Wealth (CWM LLC) first reported a position in OPP in Q3 2024 and has held it in 7 quarters since. The position peaked at $3K in Q4 2025. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

Carson Wealth (CWM LLC) held 384 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $2.94K as of Q1 2026.
Carson Wealth (CWM LLC) left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q1 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5189 holding.
Carson Wealth (CWM LLC) first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $3K in Q4 2025.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.