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
Q2 		$241K Buy
31,258
+1,082
+4% +$8.34K 0.09% 153
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Navis Wealth Advisors's OPP Position: Q2 2026 in Review

Navis Wealth Advisors increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 3.6% in Q2 2026, buying an estimated $8.34K and bringing the position to 31,258 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #153.

Navis Wealth Advisors first reported a position in OPP in Q3 2021 and has held it in 20 quarters since. The position peaked at $395K in Q3 2021. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • Navis Wealth Advisors held 31,258 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $241K as of Q2 2026.
  • Navis Wealth Advisors bought 1,082 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2026, an estimated $8.34K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.09% of Navis Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Navis Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2021 and has held it in 20 quarters since.
  • Navis Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $395K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.