BFC Planning, Inc.’s RiverNorth Opportunities Fund RIV Stock Holding History

BFC Planning, Inc.’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 Q3	$39.1K	Sell	3,777 -30,600	-89%	-$340K	﹤0.01%	1684
2026 Q2	$401K	Hold	34,377	–	–	0.02%	683
2026 Q1	$382K	Hold	34,377	–	–	0.02%	656
2025 Q4	$404K	Hold	34,377	–	–	0.02%	620
2025 Q3	$413K	Hold	34,377	–	–	0.03%	435
2025 Q2	$421K	Sell	34,377 -1,300	-4%	-$15.2K	0.03%	401
2025 Q1	$421K	Buy	35,677 +14,000	+65%	+$169K	0.04%	374
2024 Q4	$249K	Buy	21,677 +1,130	+5%	+$14.1K	0.02%	527
2024 Q3	$265K	Buy	+20,547	New	+$254K	0.02%	523

Other funds holding RIV

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $397M AUM 11.81% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.38B AUM 30.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

BFC Planning, Inc.'s RIV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its RiverNorth Opportunities Fund (RIV) stake by 89% in Q3 2026, selling an estimated $340K and leaving 3,777 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

BFC Planning, Inc. first reported a position in RIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $421K in Q2 2025. 55 funds tracked by Wall St. Rank hold RIV as of Q3 2026.

BFC Planning, Inc. held 3,777 shares of RiverNorth Opportunities Fund worth $39.1K as of Q3 2026.
BFC Planning, Inc. sold 30,600 RiverNorth Opportunities Fund shares in Q3 2026, an estimated $340K.
RiverNorth Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1684 holding.
BFC Planning, Inc. first reported a position in RiverNorth Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s RiverNorth Opportunities Fund position peaked at $421K in Q2 2025.
55 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.