OLVIG
RIV

Oliver Lagore Vanvalin Investment Group’s RiverNorth Opportunities Fund RIV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$40.1K Buy
+3,400
New +$39.8K 0.02% 273
2024
Q4 		$27.6K Hold
2,400
– – 0.01% 314
2024
Q3 		$31K Hold
2,400
– – 0.01% 298
2024
Q2 		$29.4K Hold
2,400
– – 0.01% 295
2024
Q1 		$28.9K Hold
2,400
– – 0.01% 302
2023
Q4 		$26.4K Hold
2,400
– – 0.01% 287
2023
Q3 		$25.2K Hold
2,400
– – 0.01% 322
2023
Q2 		$27.5K Hold
2,400
– – 0.01% 331
2023
Q1 		$27.3K Buy
2,400
+1,400
+140% +$16.6K 0.01% 254
2022
Q4 		$12.3K Buy
+1,000
New +$12.4K 0.01% 337

Other funds holding RIV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's RIV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in RiverNorth Opportunities Fund (RIV) in Q2 2025: 3,400 shares worth $40.1K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in RIV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in RIV in Q4 2022 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold RIV as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 3,400 shares of RiverNorth Opportunities Fund worth $40.1K as of Q2 2025.
  • RiverNorth Opportunities Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • RiverNorth Opportunities Fund made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #273 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in RiverNorth Opportunities Fund in Q4 2022 and has held it in 10 quarters since.
  • 48 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.