NWA
OPP

Navis Wealth Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Navis Wealth Advisors’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
30,176
+1,040
+4% +$8.12K 0.12% 160
2025
Q4 		$232K Sell
29,136
-394
-1% -$3.19K 0.1% 160
2025
Q3 		$252K Buy
29,530
+959
+3% +$8.25K 0.19% 103
2025
Q2 		$244K Buy
28,571
+954
+3% +$7.98K 0.21% 95
2025
Q1 		$237K Buy
27,617
+901
+3% +$7.71K 0.23% 91
2024
Q4 		$223K Buy
26,716
+19
+0.1% +$163 0.24% 87
2024
Q3 		$239K Buy
26,697
+24
+0.1% +$211 0.26% 88
2024
Q2 		$228K Buy
26,673
+23
+0.1% +$193 0.26% 88
2024
Q1 		$227K Buy
26,650
+30
+0.1% +$248 0.27% 84
2023
Q4 		$220K Buy
26,620
+24
+0.1% +$187 0.29% 79
2023
Q3 		$208K Buy
26,596
+21
+0.1% +$174 0.3% 79
2023
Q2 		$224K Buy
26,575
+21
+0.1% +$173 0.21% 79
2023
Q1 		$225K Buy
26,554
+21
+0.1% +$181 0.25% 79
2022
Q4 		$228K Buy
26,533
+25
+0.1% +$226 0.32% 72
2022
Q3 		$241K Buy
26,508
+20
+0.1% +$212 0.37% 63
2022
Q2 		$285K Buy
26,488
+18
+0.1% +$200 0.31% 74
2022
Q1 		$326K Buy
26,470
+16
+0.1% +$213 0.29% 75
2021
Q4 		$371K Sell
26,454
-998
-4% -$14.7K 0.31% 64
2021
Q3 		$395K Buy
+27,452
New +$423K 0.28% 82

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Navis Wealth Advisors's OPP Position: Q1 2026 in Review

Navis Wealth Advisors increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 3.6% in Q1 2026, buying an estimated $8.12K and bringing the position to 30,176 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #160.

Navis Wealth Advisors first reported a position in OPP in Q3 2021 and has held it in 19 quarters since. The position peaked at $395K in Q3 2021. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

  • Navis Wealth Advisors held 30,176 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $231K as of Q1 2026.
  • Navis Wealth Advisors bought 1,040 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $8.12K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.12% of Navis Wealth Advisors's portfolio in Q1 2026, its #160 holding.
  • Navis Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2021 and has held it in 19 quarters since.
  • Navis Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $395K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.