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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
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 $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's RIV Position: Q1 2026 in Review

NewEdge Advisors reduced its RiverNorth Opportunities Fund (RIV) stake by 2.1% in Q1 2026, selling an estimated $4.7K and leaving 18,700 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

NewEdge Advisors first reported a position in RIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $869K in Q1 2022. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • NewEdge Advisors held 18,700 shares of RiverNorth Opportunities Fund worth $208K as of Q1 2026.
  • NewEdge Advisors sold 400 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $4.7K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2583 holding.
  • NewEdge Advisors first reported a position in RiverNorth Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's RiverNorth Opportunities Fund position peaked at $869K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.