Marks Group Wealth Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Marks Group Wealth Management’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	$1.26M	Hold	107,869	–	–	0.11%	179
2026 Q1	$1.2M	Sell	107,869 -7,530	-7%	-$88.5K	0.12%	180
2025 Q4	$1.35M	Hold	115,399	–	–	0.13%	167
2025 Q3	$1.38M	Hold	115,399	–	–	0.13%	150
2025 Q2	$1.41M	Hold	115,399	–	–	0.13%	152
2025 Q1	$1.36M	Hold	115,399	–	–	0.13%	154
2024 Q4	$1.33M	Hold	115,399	–	–	0.13%	150
2024 Q3	$1.49M	Buy	115,399 +603	+0.5%	+$7.45K	0.14%	144
2024 Q2	$1.41M	Buy	114,796 +47,608	+71%	+$570K	0.15%	146
2024 Q1	$809K	Hold	67,188	–	–	0.08%	183
2023 Q4	$738K	Hold	67,188	–	–	0.08%	185
2023 Q3	$706K	Hold	67,188	–	–	0.09%	182
2023 Q2	$769K	Hold	67,188	–	–	0.09%	181
2023 Q1	$763K	Buy	+67,188	New	+$797K	0.1%	182

Other funds holding RIV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marks Group Wealth Management's RIV Position: Q2 2026 in Review

Marks Group Wealth Management held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2026 at 107,869 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #179.

Marks Group Wealth Management first reported a position in RIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q3 2024. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Marks Group Wealth Management held 107,869 shares of RiverNorth Opportunities Fund worth $1.26M as of Q2 2026.
Marks Group Wealth Management left its RiverNorth Opportunities Fund share count unchanged in Q2 2026.
RiverNorth Opportunities Fund made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #179 holding.
Marks Group Wealth Management first reported a position in RiverNorth Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
Marks Group Wealth Management's RiverNorth Opportunities Fund position peaked at $1.49M in Q3 2024.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.