Janney Montgomery Scott
RIV

Janney Montgomery Scott’s RiverNorth Opportunities Fund RIV Stock Holding History

Janney Montgomery Scott’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 		$376K Buy
32,288
+294
+0.9% +$3.4K ﹤0.01% 2578
2026
Q1 		$355K Buy
31,994
+715
+2% +$8.4K ﹤0.01% 2277
2025
Q4 		$367K Sell
31,279
-199
-0.6% -$2.32K ﹤0.01% 2416
2025
Q3 		$378K Sell
31,478
-5,627
-15% -$69.1K ﹤0.01% 2342
2025
Q2 		$455K Buy
37,105
+536
+1% +$6.27K ﹤0.01% 2072
2025
Q1 		$431K Buy
36,569
+177
+0.5% +$2.13K ﹤0.01% 2090
2024
Q4 		$418K Sell
36,392
-3,014
-8% -$37.6K ﹤0.01% 2102
2024
Q3 		$509K Sell
39,406
-30,132
-43% -$372K ﹤0.01% 1954
2024
Q2 		$852K Sell
69,538
-162,286
-70% -$1.94M ﹤0.01% 1532
2024
Q1 		$2.79M Sell
231,824
-36,471
-14% -$424K 0.01% 1005
2023
Q4 		$2.95M Buy
268,295
+886
+0.3% +$9.31K 0.01% 942
2023
Q3 		$2.81M Buy
267,409
+15,770
+6% +$177K 0.01% 889
2023
Q2 		$2.88M Sell
251,639
-1,725
-0.7% -$19.2K 0.01% 911
2023
Q1 		$2.88M Buy
253,364
+12,290
+5% +$146K 0.01% 832
2022
Q4 		$2.96M Buy
241,074
+7,930
+3% +$98.6K 0.01% 856
2022
Q3 		$2.84M Sell
233,144
-8,266
-3% -$117K 0.01% 819
2022
Q2 		$3.39M Sell
241,410
-17,178
-7% -$251K 0.02% 713
2022
Q1 		$4.13M Buy
258,588
+14,492
+6% +$233K 0.02% 651
2021
Q4 		$3.89M Buy
244,096
+127,244
+109% +$2.15M 0.02% 705
2021
Q3 		$1.99M Sell
116,852
-111,321
-49% -$2.01M 0.01% 951
2021
Q2 		$4.19M Buy
228,173
+31,602
+16% +$563K 0.02% 649
2021
Q1 		$3.43M Buy
196,571
+18,842
+11% +$323K 0.02% 681
2020
Q4 		$2.86M Buy
177,729
+6,324
+4% +$94.3K 0.01% 738
2020
Q3 		$2.46M Buy
171,405
+49,096
+40% +$741K 0.01% 727
2020
Q2 		$1.81M Buy
122,309
+80,834
+195% +$1.1M 0.01% 796
2020
Q1 		$515K Buy
+41,475
New +$639K ﹤0.01% 1207

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott's RIV Position: Q2 2026 in Review

Janney Montgomery Scott increased its RiverNorth Opportunities Fund (RIV) stake by 0.92% in Q2 2026, buying an estimated $3.4K and bringing the position to 32,288 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Janney Montgomery Scott first reported a position in RIV in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.19M in Q2 2021. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Janney Montgomery Scott held 32,288 shares of RiverNorth Opportunities Fund worth $376K as of Q2 2026.
  • Janney Montgomery Scott bought 294 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $3.4K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2578 holding.
  • Janney Montgomery Scott first reported a position in RiverNorth Opportunities Fund in Q1 2020 and has held it in 26 quarters since.
  • Janney Montgomery Scott's RiverNorth Opportunities Fund position peaked at $4.19M in Q2 2021.
  • 60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.