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RIV

NewEdge Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

NewEdge Advisors’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 		$218K Hold
18,700
– – ﹤0.01% 2715
2026
Q1 		$208K Sell
18,700
-400
-2% -$4.7K ﹤0.01% 2583
2025
Q4 		$224K Sell
19,100
-600
-3% -$7K ﹤0.01% 2512
2025
Q3 		$236K Buy
19,700
+1,100
+6% +$13.5K ﹤0.01% 2319
2025
Q2 		$228K Sell
18,600
-700
-4% -$8.19K ﹤0.01% 2156
2025
Q1 		$228K Sell
19,300
-700
-4% -$8.44K ﹤0.01% 2039
2024
Q4 		$230K Sell
20,000
-2,300
-10% -$28.7K ﹤0.01% 2016
2024
Q3 		$288K Sell
22,300
-24,500
-52% -$303K ﹤0.01% 1830
2024
Q2 		$573K Buy
46,800
+1,725
+4% +$20.7K ﹤0.01% 1332
2024
Q1 		$543K Sell
45,075
-9,900
-18% -$115K ﹤0.01% 1302
2023
Q4 		$612K Buy
54,975
+3,100
+6% +$32.6K 0.01% 1179
2023
Q3 		$545K Sell
51,875
-5,625
-10% -$63.1K 0.01% 1132
2023
Q2 		$658K Sell
57,500
-200
-0.3% -$2.23K 0.01% 1051
2023
Q1 		$634K Buy
57,700
+600
+1% +$7.11K 0.01% 1004
2022
Q4 		$689K Sell
57,100
-900
-2% -$11.2K 0.02% 656
2022
Q3 		$706K Buy
58,000
+500
+0.9% +$7.08K 0.01% 798
2022
Q2 		$812K Buy
57,500
+3,100
+6% +$45.2K 0.01% 768
2022
Q1 		$869K Buy
54,400
+1,200
+2% +$19.3K 0.01% 687
2021
Q4 		$849K Buy
+53,200
New +$901K 0.01% 816

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's RIV Position: Q2 2026 in Review

NewEdge Advisors held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2026 at 18,700 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

NewEdge Advisors first reported a position in RIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $869K in Q1 2022. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • NewEdge Advisors held 18,700 shares of RiverNorth Opportunities Fund worth $218K as of Q2 2026.
  • NewEdge Advisors left its RiverNorth Opportunities Fund share count unchanged in Q2 2026.
  • RiverNorth Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2715 holding.
  • NewEdge Advisors first reported a position in RiverNorth Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's RiverNorth Opportunities Fund position peaked at $869K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.