CIBC Private Wealth Group’s RiverNorth Opportunities Fund RIV Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$129K	Sell	11,000 -300	-3%	-$3.5K	﹤0.01%	1391
2025 Q3	$136K	Hold	11,300	–	–	﹤0.01%	1351
2025 Q2	$139K	Hold	11,300	–	–	﹤0.01%	1264
2025 Q1	$118K	Hold	11,300	–	–	﹤0.01%	1294
2024 Q4	$134K	Sell	11,300 -490	-4%	-$6.11K	﹤0.01%	1317
2024 Q3	$152K	Hold	11,790	–	–	﹤0.01%	1315
2024 Q2	$145K	Hold	11,790	–	–	﹤0.01%	1242
2024 Q1	$142K	Hold	11,790	–	–	﹤0.01%	1249
2023 Q4	$130K	Hold	11,790	–	–	﹤0.01%	1092
2023 Q3	$124K	Buy	+11,790	New	+$132K	﹤0.01%	1026
2021 Q4	–	Sell	-12,950	Closed	-$220K	–	1042
2021 Q3	$220K	Hold	12,950	–	–	﹤0.01%	880
2021 Q2	$238K	Hold	12,950	–	–	﹤0.01%	955
2021 Q1	$226K	Hold	12,950	–	–	﹤0.01%	969
2020 Q4	$208K	Buy	+12,950	New	+$193K	﹤0.01%	945
2020 Q3	–	Sell	-30,150	Closed	-$447K	–	896
2020 Q2	$447K	Buy	+30,150	New	+$410K	﹤0.01%	538
2018 Q1	–	Sell	-28,837	Closed	-$568K	–	2049
2017 Q4	$568K	Buy	+28,837	New	+$567K	﹤0.01%	755

Other funds holding RIV

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIBC Private Wealth Group's RIV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its RiverNorth Opportunities Fund (RIV) stake by 2.7% in Q4 2025, selling an estimated $3.5K and leaving 11,000 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

CIBC Private Wealth Group first reported a position in RIV in Q4 2017 and has held it in 16 quarters since. The position peaked at $568K in Q4 2017. 58 funds tracked by Wall St. Rank hold RIV as of Q4 2025.

CIBC Private Wealth Group held 11,000 shares of RiverNorth Opportunities Fund worth $129K as of Q4 2025.
CIBC Private Wealth Group sold 300 RiverNorth Opportunities Fund shares in Q4 2025, an estimated $3.5K.
RiverNorth Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1391 holding.
CIBC Private Wealth Group first reported a position in RiverNorth Opportunities Fund in Q4 2017 and has held it in 16 quarters since.
CIBC Private Wealth Group's RiverNorth Opportunities Fund position peaked at $568K in Q4 2017.
58 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.