Creative Planning’s RiverNorth Opportunities Fund RIV Stock Holding History

Creative Planning’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	$794K	Buy	+68,138	New	+$789K	﹤0.01%	2841

Other funds holding RIV

SIA

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's RIV Position: Q2 2026 in Review

Creative Planning opened a new position in RiverNorth Opportunities Fund (RIV) in Q2 2026: 68,138 shares worth $794K. The stake represents ﹤0.01% of the portfolio and ranks #2841 among its holdings.

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

Creative Planning held 68,138 shares of RiverNorth Opportunities Fund worth $794K as of Q2 2026.
RiverNorth Opportunities Fund was a new Creative Planning position in Q2 2026.
RiverNorth Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2841 holding.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.