SFS
RIV

Shaker Financial Services’s RiverNorth Opportunities Fund RIV Stock Holding History

Shaker Financial 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 		– Sell
-61,335
Closed -$681K – 166
2026
Q1 		$681K Buy
61,335
+22,859
+59% +$269K 0.24% 102
2025
Q4 		$452K Buy
+38,476
New +$449K 0.14% 137
2025
Q3 		– Sell
-30,464
Closed -$373K – 170
2025
Q2 		$373K Sell
30,464
-26,510
-47% -$310K 0.14% 122
2025
Q1 		$672K Sell
56,974
-44,097
-44% -$532K 0.26% 103
2024
Q4 		$1.16M Buy
+101,071
New +$1.26M 0.44% 71
2024
Q2 		– Sell
-23,504
Closed -$283K – 177
2024
Q1 		$283K Sell
23,504
-9,649
-29% -$112K 0.11% 133
2023
Q4 		$364K Sell
33,153
-15,321
-32% -$161K 0.15% 121
2023
Q3 		$509K Sell
48,474
-112,241
-70% -$1.26M 0.24% 100
2023
Q2 		$1.84M Sell
160,715
-67,031
-29% -$747K 0.8% 43
2023
Q1 		$2.59M Buy
+227,746
New +$2.7M 1.13% 29
2022
Q1 		– Sell
-53,473
Closed -$853K – 177
2021
Q4 		$853K Buy
+53,473
New +$905K 0.3% 95
2020
Q4 		– Sell
-40,654
Closed -$583K – 190
2020
Q3 		$583K Buy
+40,654
New +$614K 0.31% 91
2020
Q2 		– Sell
-22,350
Closed -$278K – 177
2020
Q1 		$278K Buy
+22,350
New +$345K 0.19% 126
2018
Q4 		– Sell
-12,471
Closed -$230K – 150
2018
Q3 		$230K Buy
+12,471
New +$240K 0.11% 109
2017
Q3 		– Sell
-48,083
Closed -$929K – 120
2017
Q2 		$929K Sell
48,083
-3,921
-8% -$75.7K 0.52% 58
2017
Q1 		$987K Buy
52,004
+19,245
+59% +$364K 0.56% 57
2016
Q4 		$599K Buy
+32,759
New +$606K 0.35% 76

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Shaker Financial Services's RIV Position: Q2 2026 in Review

Shaker Financial Services sold out of RiverNorth Opportunities Fund (RIV) in Q2 2026, closing a stake of 61,335 shares — an estimated $681K sold.

Shaker Financial Services first reported a position in RIV in Q4 2016 and held it in 17 quarters. The position peaked at $2.59M in Q1 2023. 6 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Shaker Financial Services reported no remaining RiverNorth Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Shaker Financial Services sold 61,335 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $681K.
  • Shaker Financial Services first reported a position in RiverNorth Opportunities Fund in Q4 2016 and held it in 17 quarters.
  • Shaker Financial Services's RiverNorth Opportunities Fund position peaked at $2.59M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.