NCM
RIV

Next Capital Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Next Capital Management’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
2022
Q2 		– Sell
-26,179
Closed -$418K – 124
2022
Q1 		$418K Buy
26,179
+1,179
+5% +$18.9K 0.28% 74
2021
Q4 		$393K Buy
+25,000
New +$423K 0.27% 71

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Capital Management's RIV Position: Q2 2022 in Review

Next Capital Management sold out of RiverNorth Opportunities Fund (RIV) in Q2 2022, closing a stake of 26,179 shares — an estimated $418K sold.

Next Capital Management first reported a position in RIV in Q4 2021 and held it in 2 quarters. The position peaked at $418K in Q1 2022. 32 funds tracked by Wall St. Rank hold RIV as of Q2 2022.

  • Next Capital Management reported no remaining RiverNorth Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Next Capital Management sold 26,179 RiverNorth Opportunities Fund shares in Q2 2022, an estimated $418K.
  • Next Capital Management first reported a position in RiverNorth Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Next Capital Management's RiverNorth Opportunities Fund position peaked at $418K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2022.

Based on Next Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.