CFML
RIV

COMPASS FINANCIAL MANAGEMENT LLC’s RiverNorth Opportunities Fund RIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$5.75K Buy
+500
New +$5.79K ﹤0.01% 1158

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $907M AUM 24.6% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RIV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in RiverNorth Opportunities Fund (RIV) in Q2 2026: 500 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

47 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 500 shares of RiverNorth Opportunities Fund worth $5.75K as of Q2 2026.
  • RiverNorth Opportunities Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • RiverNorth Opportunities Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1158 holding.
  • 47 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.