NWF Advisory Services’s RiverNorth Opportunities Fund RIV Stock Holding History

NWF Advisory Services’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	$565K	Sell	50,927 -300	-0.6%	-$3.53K	0.06%	190
2025 Q4	$601K	Sell	51,227 -5,800	-10%	-$67.7K	0.07%	181
2025 Q3	$684K	Buy	57,027 +800	+1%	+$9.82K	0.08%	171
2025 Q2	$689K	Hold	56,227	–	–	0.08%	168
2025 Q1	$663K	Buy	+56,227	New	+$678K	0.09%	145
2024 Q4	–	Sell	-57,127	Closed	-$738K	–	390
2024 Q3	$738K	Hold	57,127	–	–	0.11%	128
2024 Q2	$700K	Hold	57,127	–	–	0.11%	128
2024 Q1	$688K	Buy	57,127 +500	+0.9%	+$5.81K	0.11%	130
2023 Q4	$622K	Sell	56,627 -1,400	-2%	-$14.7K	0.12%	130
2023 Q3	$610K	Hold	58,027	–	–	0.14%	115
2023 Q2	$664K	Hold	58,027	–	–	0.15%	114
2023 Q1	$664K	Buy	+58,027	New	+$688K	0.15%	114

Other funds holding RIV

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWF Advisory Services's RIV Position: Q1 2026 in Review

NWF Advisory Services reduced its RiverNorth Opportunities Fund (RIV) stake by 0.59% in Q1 2026, selling an estimated $3.53K and leaving 50,927 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #190.

NWF Advisory Services first reported a position in RIV in Q1 2023 and has held it in 12 quarters since. The position peaked at $738K in Q3 2024. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

NWF Advisory Services held 50,927 shares of RiverNorth Opportunities Fund worth $565K as of Q1 2026.
NWF Advisory Services sold 300 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $3.53K.
RiverNorth Opportunities Fund made up 0.06% of NWF Advisory Services's portfolio in Q1 2026, its #190 holding.
NWF Advisory Services first reported a position in RiverNorth Opportunities Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's RiverNorth Opportunities Fund position peaked at $738K in Q3 2024.
57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.