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
Q2 		$471K Buy
40,468
+3,083
+8% +$35.7K 0.02% 640
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 $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

Kovack Advisors's RIV Position: Q2 2026 in Review

Kovack Advisors increased its RiverNorth Opportunities Fund (RIV) stake by 8.2% in Q2 2026, buying an estimated $35.7K and bringing the position to 40,468 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #640.

Kovack Advisors first reported a position in RIV in Q2 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Kovack Advisors held 40,468 shares of RiverNorth Opportunities Fund worth $471K as of Q2 2026.
  • Kovack Advisors bought 3,083 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $35.7K.
  • RiverNorth Opportunities Fund made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #640 holding.
  • Kovack Advisors first reported a position in RiverNorth Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.