MGWM
RIV

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

NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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. 18 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.
  • 18 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.