Opal Wealth Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Opal Wealth Advisors’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	$803K	Buy	68,882 +305	+0.4%	+$3.53K	0.17%	68
2026 Q1	$761K	Sell	68,577 -1,266	-2%	-$14.9K	0.17%	60
2025 Q4	$820K	Buy	69,843 +28,057	+67%	+$327K	0.21%	61
2025 Q3	$501K	Buy	41,786 +20,145	+93%	+$247K	0.14%	91
2025 Q2	$265K	Buy	+21,641	New	+$253K	0.07%	156

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

Opal Wealth Advisors's RIV Position: Q2 2026 in Review

Opal Wealth Advisors increased its RiverNorth Opportunities Fund (RIV) stake by 0.44% in Q2 2026, buying an estimated $3.53K and bringing the position to 68,882 shares worth $803K. The position accounts for 0.17% of the portfolio, ranked #68.

Opal Wealth Advisors first reported a position in RIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $820K in Q4 2025. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Opal Wealth Advisors held 68,882 shares of RiverNorth Opportunities Fund worth $803K as of Q2 2026.
Opal Wealth Advisors bought 305 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $3.53K.
RiverNorth Opportunities Fund made up 0.17% of Opal Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Opal Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Opal Wealth Advisors's RiverNorth Opportunities Fund position peaked at $820K in Q4 2025.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.