Pinnacle Wealth Planning Services’s RiverNorth Opportunities Fund RIV Stock Holding History

Pinnacle Wealth Planning Services’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	$23.3K	Hold	2,000	–	–	﹤0.01%	1711
2026 Q1	$22.2K	Hold	2,000	–	–	﹤0.01%	1647
2025 Q4	$23.5K	Buy	+2,000	New	+$23.3K	﹤0.01%	1642

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

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

Pinnacle Wealth Planning Services held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2026 at 2,000 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Pinnacle Wealth Planning Services first reported a position in RIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q4 2025. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Pinnacle Wealth Planning Services held 2,000 shares of RiverNorth Opportunities Fund worth $23.3K as of Q2 2026.
Pinnacle Wealth Planning Services left its RiverNorth Opportunities Fund share count unchanged in Q2 2026.
RiverNorth Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1711 holding.
Pinnacle Wealth Planning Services first reported a position in RiverNorth Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's RiverNorth Opportunities Fund position peaked at $23.5K in Q4 2025.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

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