Kestra Private Wealth Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Kestra Private Wealth Services’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
2022 Q4	–	Sell	-11,543	Closed	-$105K	–	963
2022 Q3	$105K	Buy	11,543 +456	+4%	+$4.83K	0.01%	834
2022 Q2	$119K	Buy	11,087 +406	+4%	+$4.51K	0.01%	839
2022 Q1	$132K	Buy	10,681 +229	+2%	+$3.04K	0.01%	915
2021 Q4	$147K	Buy	10,452 +332	+3%	+$4.88K	0.01%	944
2021 Q3	$146K	Buy	+10,120	New	+$156K	0.01%	885

Other funds holding OPP

SIA

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

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1CP

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

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

Kestra Private Wealth Services's OPP Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2022, closing a stake of 11,543 shares — an estimated $105K sold.

Kestra Private Wealth Services first reported a position in OPP in Q3 2021 and held it in 5 quarters. The position peaked at $147K in Q4 2021. 52 funds tracked by Wall St. Rank hold OPP as of Q4 2022.

Kestra Private Wealth Services reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 11,543 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2022, an estimated $105K.
Kestra Private Wealth Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2021 and held it in 5 quarters.
Kestra Private Wealth Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $147K in Q4 2021.
52 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.