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 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 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

Pinnacle Wealth Planning Services's OPP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 17% in Q1 2026, selling an estimated $3.15K and leaving 1,937 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Pinnacle Wealth Planning Services first reported a position in OPP in Q4 2020 and has held it in 3 quarters since. The position peaked at $31K in Q4 2020. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

Pinnacle Wealth Planning Services held 1,937 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $14.9K as of Q1 2026.
Pinnacle Wealth Planning Services sold 403 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $3.15K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1835 holding.
Pinnacle Wealth Planning Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $31K in Q4 2020.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.