Next Capital Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Next Capital Management’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	$425K	Hold	55,109	–	–	0.11%	88
2026 Q1	$423K	Hold	55,109	–	–	0.13%	91
2025 Q4	$438K	Hold	55,109	–	–	0.14%	85
2025 Q3	$470K	Sell	55,109 -8,750	-14%	-$75.2K	0.16%	84
2025 Q2	$546K	Buy	+63,859	New	+$534K	0.2%	79
2025 Q1	–	Sell	-63,859	Closed	-$533K	–	133
2024 Q4	$533K	Sell	63,859 -766	-1%	-$6.58K	0.22%	78
2024 Q3	$580K	Hold	64,625	–	–	0.24%	77
2024 Q2	$552K	Sell	64,625 -38	-0.1%	-$318	0.23%	76
2024 Q1	$551K	Hold	64,663	–	–	0.22%	78
2023 Q4	$534K	Hold	64,663	–	–	0.23%	73
2023 Q3	$505K	Buy	64,663 +31,716	+96%	+$263K	0.23%	67
2023 Q2	$278K	Hold	32,947	–	–	0.13%	96
2023 Q1	$279K	Hold	32,947	–	–	0.13%	96
2022 Q4	$283K	Hold	32,947	–	–	0.15%	95
2022 Q3	$300K	Hold	32,947	–	–	0.23%	84
2022 Q2	$354K	Buy	+32,947	New	+$366K	0.26%	80

Other funds holding OPP

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Next Capital Management's OPP Position: Q2 2026 in Review

Next Capital Management held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q2 2026 at 55,109 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #88.

Next Capital Management first reported a position in OPP in Q2 2022 and has held it in 16 quarters since. The position peaked at $580K in Q3 2024. 21 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

Next Capital Management held 55,109 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $425K as of Q2 2026.
Next Capital Management left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q2 2026.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.11% of Next Capital Management's portfolio in Q2 2026, its #88 holding.
Next Capital Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2022 and has held it in 16 quarters since.
Next Capital Management's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $580K in Q3 2024.
21 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.