PWPS
RIV

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
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 $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its RiverNorth Opportunities Fund (RIV) position steady in Q1 2026 at 2,000 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Pinnacle Wealth Planning Services first reported a position in RIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.5K in Q4 2025. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,000 shares of RiverNorth Opportunities Fund worth $22.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its RiverNorth Opportunities Fund share count unchanged in Q1 2026.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1647 holding.
  • Pinnacle Wealth Planning Services first reported a position in RiverNorth Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's RiverNorth Opportunities Fund position peaked at $23.5K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

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