Perennial Investment Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Perennial Investment Advisors’s Portfolio OPP Stock Details OPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$123K	Buy	16,097 +225	+1%	+$1.76K	0.01%	495
2025 Q4	$126K	Sell	15,872 -9,952	-39%	-$80.5K	0.01%	488
2025 Q3	$220K	Buy	25,824 +148	+0.6%	+$1.27K	0.02%	448
2025 Q2	$220K	Buy	25,676 +147	+0.6%	+$1.23K	0.02%	431
2025 Q1	$219K	Sell	25,529 -6,261	-20%	-$53.6K	0.02%	387
2024 Q4	$265K	Sell	31,790 -13,126	-29%	-$113K	0.03%	329
2024 Q3	$403K	Buy	44,916 +2,590	+6%	+$22.8K	0.05%	246
2024 Q2	$362K	Hold	42,326	–	–	0.05%	249
2024 Q1	$361K	Hold	42,326	–	–	0.05%	226
2023 Q4	$350K	Sell	42,326 -2,584	-6%	-$20.2K	0.06%	217
2023 Q3	$351K	Sell	44,910 -6,554	-13%	-$54.4K	0.06%	212
2023 Q2	$434K	Sell	51,464 -5,445	-10%	-$44.8K	0.08%	199
2023 Q1	$481K	Buy	+56,909	New	+$491K	0.09%	179

Other funds holding OPP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SIA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Perennial Investment Advisors's OPP Position: Q1 2026 in Review

Perennial Investment Advisors increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 1.4% in Q1 2026, buying an estimated $1.76K and bringing the position to 16,097 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #495.

Perennial Investment Advisors first reported a position in OPP in Q1 2023 and has held it in 13 quarters since. The position peaked at $481K in Q1 2023. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

Perennial Investment Advisors held 16,097 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $123K as of Q1 2026.
Perennial Investment Advisors bought 225 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $1.76K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.01% of Perennial Investment Advisors's portfolio in Q1 2026, its #495 holding.
Perennial Investment Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $481K in Q1 2023.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.