MWM
RIV

MinichMacGregor Wealth Management’s RiverNorth Opportunities Fund RIV Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-300
Closed -$3.68K – 517
2022
Q4 		$3.68K Buy
+300
New +$3.73K ﹤0.01% 513

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's RIV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of RiverNorth Opportunities Fund (RIV) in Q1 2023, closing a stake of 300 shares — an estimated $3.68K sold.

MinichMacGregor Wealth Management first reported a position in RIV in Q4 2022 and held it in 1 quarter. The position peaked at $3.68K in Q4 2022. 47 funds tracked by Wall St. Rank hold RIV as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining RiverNorth Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 300 RiverNorth Opportunities Fund shares in Q1 2023, an estimated $3.68K.
  • MinichMacGregor Wealth Management first reported a position in RiverNorth Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's RiverNorth Opportunities Fund position peaked at $3.68K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.