Envestnet Asset Management
RIV

Envestnet Asset Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Envestnet Asset Management’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 		$2.07M Buy
177,189
+4,571
+3% +$52.9K ﹤0.01% 3127
2026
Q1 		$1.92M Sell
172,618
-12,272
-7% -$144K ﹤0.01% 3043
2025
Q4 		$2.17M Sell
184,890
-7,823
-4% -$91.2K ﹤0.01% 2766
2025
Q3 		$2.31M Buy
192,713
+3,059
+2% +$37.6K ﹤0.01% 2789
2025
Q2 		$2.33M Sell
189,654
-3,258
-2% -$38.1K ﹤0.01% 2720
2025
Q1 		$2.27M Buy
192,912
+19,956
+12% +$241K ﹤0.01% 2646
2024
Q4 		$1.99M Buy
172,956
+16,997
+11% +$212K ﹤0.01% 2687
2024
Q3 		$2.01M Buy
155,959
+21,278
+16% +$263K ﹤0.01% 2649
2024
Q2 		$1.65M Buy
134,681
+9,760
+8% +$117K ﹤0.01% 2709
2024
Q1 		$1.5M Buy
124,921
+10,342
+9% +$120K ﹤0.01% 2760
2023
Q4 		$1.26M Buy
114,579
+13,724
+14% +$144K ﹤0.01% 2763
2023
Q3 		$1.06M Buy
100,855
+29,661
+42% +$333K ﹤0.01% 2771
2023
Q2 		$814K Buy
+71,194
New +$794K ﹤0.01% 2895

Other funds holding RIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Envestnet Asset Management's RIV Position: Q2 2026 in Review

Envestnet Asset Management increased its RiverNorth Opportunities Fund (RIV) stake by 2.6% in Q2 2026, buying an estimated $52.9K and bringing the position to 177,189 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Envestnet Asset Management first reported a position in RIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.33M in Q2 2025. 33 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Envestnet Asset Management held 177,189 shares of RiverNorth Opportunities Fund worth $2.07M as of Q2 2026.
  • Envestnet Asset Management bought 4,571 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $52.9K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3127 holding.
  • Envestnet Asset Management first reported a position in RiverNorth Opportunities Fund in Q2 2023 and has held it in 13 quarters since.
  • Envestnet Asset Management's RiverNorth Opportunities Fund position peaked at $2.33M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.