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 Q2	$519K	Sell	44,527 -6,400	-13%	-$74.1K	0.05%	222
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 $5.28B AUM 14.42% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NWF Advisory Services's RIV Position: Q2 2026 in Review

NWF Advisory Services reduced its RiverNorth Opportunities Fund (RIV) stake by 13% in Q2 2026, selling an estimated $74.1K and leaving 44,527 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #222.

NWF Advisory Services first reported a position in RIV in Q1 2023 and has held it in 13 quarters since. The position peaked at $738K in Q3 2024. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

NWF Advisory Services held 44,527 shares of RiverNorth Opportunities Fund worth $519K as of Q2 2026.
NWF Advisory Services sold 6,400 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $74.1K.
RiverNorth Opportunities Fund made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #222 holding.
NWF Advisory Services first reported a position in RiverNorth Opportunities Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's RiverNorth Opportunities Fund position peaked at $738K in Q3 2024.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.