PWPS
OPP

Pinnacle Wealth Planning Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$15K Hold
1,937
– – ﹤0.01% 1909
2026
Q1 		$14.9K Sell
1,937
-403
-17% -$3.15K ﹤0.01% 1835
2025
Q4 		$18.6K Buy
+2,340
New +$18.9K ﹤0.01% 1751
2021
Q1 		– Sell
-2,178
Closed -$31K – 1453
2020
Q4 		$31K Buy
+2,178
New +$30.3K 0.01% 988

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's OPP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) position steady in Q2 2026 at 1,937 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Pinnacle Wealth Planning Services first reported a position in OPP in Q4 2020 and has held it in 4 quarters since. The position peaked at $31K in Q4 2020. 60 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,937 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $15K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its RiverNorth/DoubleLine Strategic Opportunity Fund share count unchanged in Q2 2026.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1909 holding.
  • Pinnacle Wealth Planning Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $31K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.