KA
RIV

Kovack Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Kovack Advisors’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
Q1 		$422K Hold
37,385
– – 0.02% 645
2025
Q4 		$439K Buy
+37,385
New +$436K 0.02% 631
2025
Q3 		– Sell
-38,285
Closed -$469K – 655
2025
Q2 		$469K Buy
+38,285
New +$448K 0.05% 346

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors's RIV Position: Q1 2026 in Review

Kovack Advisors held its RiverNorth Opportunities Fund (RIV) position steady in Q1 2026 at 37,385 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #645.

Kovack Advisors first reported a position in RIV in Q2 2025 and has held it in 3 quarters since. The position peaked at $469K in Q2 2025. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Kovack Advisors held 37,385 shares of RiverNorth Opportunities Fund worth $422K as of Q1 2026.
  • Kovack Advisors left its RiverNorth Opportunities Fund share count unchanged in Q1 2026.
  • RiverNorth Opportunities Fund made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #645 holding.
  • Kovack Advisors first reported a position in RiverNorth Opportunities Fund in Q2 2025 and has held it in 3 quarters since.
  • Kovack Advisors's RiverNorth Opportunities Fund position peaked at $469K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.