SFA
RIV

Sequoia Financial Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Sequoia Financial Advisors’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 		$163K Hold
14,000
– – ﹤0.01% 2021
2026
Q1 		$155K Hold
14,000
– – ﹤0.01% 1818
2025
Q4 		$164K Hold
14,000
– – ﹤0.01% 1841
2025
Q3 		$168K Hold
14,000
– – ﹤0.01% 1649
2025
Q2 		$172K Hold
14,000
– – ﹤0.01% 1497
2025
Q1 		$165K Hold
14,000
– – ﹤0.01% 1291
2024
Q4 		$161K Sell
14,000
-30,000
-68% -$374K ﹤0.01% 1252
2024
Q3 		$185K Buy
+44,000
New +$543K ﹤0.01% 1176

Other funds holding RIV

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's RIV Position: Q2 2026 in Review

Sequoia Financial Advisors held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2026 at 14,000 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Sequoia Financial Advisors first reported a position in RIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $185K in Q3 2024. 6 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Sequoia Financial Advisors held 14,000 shares of RiverNorth Opportunities Fund worth $163K as of Q2 2026.
  • Sequoia Financial Advisors left its RiverNorth Opportunities Fund share count unchanged in Q2 2026.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2021 holding.
  • Sequoia Financial Advisors first reported a position in RiverNorth Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
  • Sequoia Financial Advisors's RiverNorth Opportunities Fund position peaked at $185K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.