Carson Wealth (CWM LLC)
RIV

Carson Wealth (CWM LLC)’s RiverNorth Opportunities Fund RIV Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$158K Buy
14,277
+13,654
+2,192% +$160K ﹤0.01% 2922
2025
Q4 		$7K Hold
623
– – ﹤0.01% 4712
2025
Q3 		$7K Sell
623
-358
-36% -$4.4K ﹤0.01% 4634
2025
Q2 		$12K Hold
981
– – ﹤0.01% 4215
2025
Q1 		$12K Buy
981
+623
+174% +$7.51K ﹤0.01% 4021
2024
Q4 		$4K Hold
358
– – ﹤0.01% 4353
2024
Q3 		$5K Hold
358
– – ﹤0.01% 4131
2024
Q2 		$4K Hold
358
– – ﹤0.01% 3998
2024
Q1 		$4K Hold
358
– – ﹤0.01% 3782
2023
Q4 		$4K Hold
358
– – ﹤0.01% 3625
2023
Q3 		$4K Sell
358
-223
-38% -$2.5K ﹤0.01% 3592
2023
Q2 		$7K Buy
581
+314
+118% +$3.5K ﹤0.01% 3299
2023
Q1 		$3K Buy
+267
New +$3.17K ﹤0.01% 3556

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its RiverNorth Opportunities Fund (RIV) stake by 2,192% in Q1 2026, buying an estimated $160K and bringing the position to 14,277 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Carson Wealth (CWM LLC) first reported a position in RIV in Q1 2023 and has held it in 13 quarters since. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,277 shares of RiverNorth Opportunities Fund worth $158K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,654 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $160K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2922 holding.
  • Carson Wealth (CWM LLC) first reported a position in RiverNorth Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

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