J.W. Cole Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

J.W. Cole Advisors’s Portfolio OPP Stock Details OPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-245,190	Closed	-$1.95M	–	1257
2025 Q4	$1.95M	Sell	245,190 -13,704	-5%	-$111K	0.05%	396
2025 Q3	$2.21M	Buy	258,894 +10,508	+4%	+$90.4K	0.04%	418
2025 Q2	$2.12M	Buy	248,386 +3,786	+2%	+$31.7K	0.05%	397
2025 Q1	$2.1M	Buy	244,600 +100,215	+69%	+$858K	0.07%	305
2024 Q4	$1.2M	Buy	144,385 +42,457	+42%	+$365K	0.05%	358
2024 Q3	$914K	Buy	101,928 +60,049	+143%	+$528K	0.04%	416
2024 Q2	$358K	Buy	41,879 +23,074	+123%	+$193K	0.02%	641
2024 Q1	$160K	Buy	+18,805	New	+$156K	0.01%	844

Other funds holding OPP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

J.W. Cole Advisors's OPP Position: Q1 2026 in Review

J.W. Cole Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2026, closing a stake of 245,190 shares — an estimated $1.95M sold.

J.W. Cole Advisors first reported a position in OPP in Q1 2024 and held it in 8 quarters. The position peaked at $2.21M in Q3 2025. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

J.W. Cole Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 245,190 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $1.95M.
J.W. Cole Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2024 and held it in 8 quarters.
J.W. Cole Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $2.21M in Q3 2025.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.