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

Everstar 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 Q1	$1.87M	Buy	168,526 +33,059	+24%	+$389K	1%	21
2025 Q4	$1.59M	Buy	135,467 +19,902	+17%	+$232K	0.85%	28
2025 Q3	$1.39M	Buy	115,565 +11,819	+11%	+$145K	0.79%	30
2025 Q2	$1.27M	Buy	103,746 +10,592	+11%	+$124K	0.78%	28
2025 Q1	$1.1M	Buy	93,154 +10,070	+12%	+$121K	0.73%	31
2024 Q4	$955K	Sell	83,084 -1,262	-1%	-$15.7K	0.68%	37
2024 Q3	$1.09M	Buy	+84,346	New	+$1.04M	0.75%	37

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

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

AIA

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

YCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Everstar Asset Management's RIV Position: Q1 2026 in Review

Everstar Asset Management increased its RiverNorth Opportunities Fund (RIV) stake by 24% in Q1 2026, buying an estimated $389K and bringing the position to 168,526 shares worth $1.87M. The position accounts for 1% of the portfolio, ranked #21.

Everstar Asset Management first reported a position in RIV in Q3 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

Everstar Asset Management held 168,526 shares of RiverNorth Opportunities Fund worth $1.87M as of Q1 2026.
Everstar Asset Management bought 33,059 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $389K.
RiverNorth Opportunities Fund made up 1% of Everstar Asset Management's portfolio in Q1 2026, its #21 holding.
Everstar Asset Management first reported a position in RiverNorth Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.