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

Powell 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	$210K	Buy	27,347 +277	+1%	+$2.16K	0.07%	128
2025 Q4	$215K	Buy	27,070 +2,624	+11%	+$21.2K	0.07%	128
2025 Q3	$209K	Buy	24,446 +2,557	+12%	+$22K	0.07%	132
2025 Q2	$187K	Buy	21,889 +1,308	+6%	+$10.9K	0.07%	129
2025 Q1	$177K	Buy	20,581 +3,129	+18%	+$26.8K	0.09%	117
2024 Q4	$146K	Buy	+17,452	New	+$150K	0.07%	129

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

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

Powell Investment Advisors increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 1% in Q1 2026, buying an estimated $2.16K and bringing the position to 27,347 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #128.

Powell Investment Advisors first reported a position in OPP in Q4 2024 and has held it in 6 quarters since. The position peaked at $215K in Q4 2025. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

Powell Investment Advisors held 27,347 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $210K as of Q1 2026.
Powell Investment Advisors bought 277 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $2.16K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.07% of Powell Investment Advisors's portfolio in Q1 2026, its #128 holding.
Powell Investment Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2024 and has held it in 6 quarters since.
Powell Investment Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $215K in Q4 2025.
63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.