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%	3130
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

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

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 #3130.

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. 60 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 #3130 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.
60 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.