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 Q2	$1.79M	Buy	+232,070	New	+$1.79M	0.03%	538
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.W. Cole Advisors's OPP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2026: 232,070 shares worth $1.79M. The stake represents 0.03% of the portfolio and ranks #538 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OPP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OPP in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q3 2025. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

J.W. Cole Advisors held 232,070 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $1.79M as of Q2 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund was a new J.W. Cole Advisors position in Q2 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #538 holding.
J.W. Cole Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2024 and has held it in 9 quarters since.
J.W. Cole Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $2.21M in Q3 2025.
60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.