LIG
RIV

Lokken Investment Group’s RiverNorth Opportunities Fund RIV Stock Holding History

Lokken Investment Group’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
2022
Q1 		– Sell
-10,790
Closed -$172K – 141
2021
Q4 		$172K Hold
10,790
– – 0.12% 131
2021
Q3 		$183K Hold
10,790
– – 0.15% 116
2021
Q2 		$198K Hold
10,790
– – 0.16% 113
2021
Q1 		$188K Hold
10,790
– – 0.17% 107
2020
Q4 		$174K Buy
+10,790
New +$161K 0.16% 100

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Lokken Investment Group's RIV Position: Q1 2022 in Review

Lokken Investment Group sold out of RiverNorth Opportunities Fund (RIV) in Q1 2022, closing a stake of 10,790 shares — an estimated $172K sold.

Lokken Investment Group first reported a position in RIV in Q4 2020 and held it in 5 quarters. The position peaked at $198K in Q2 2021. 35 funds tracked by Wall St. Rank hold RIV as of Q1 2022.

  • Lokken Investment Group reported no remaining RiverNorth Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 10,790 RiverNorth Opportunities Fund shares in Q1 2022, an estimated $172K.
  • Lokken Investment Group first reported a position in RiverNorth Opportunities Fund in Q4 2020 and held it in 5 quarters.
  • Lokken Investment Group's RiverNorth Opportunities Fund position peaked at $198K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.