SWA
RIV

SOA Wealth Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

SOA Wealth 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
2025
Q4 		– Sell
-2,021
Closed -$24.3K – 901
2025
Q3 		$24.3K Buy
+2,021
New +$24.8K ﹤0.01% 491

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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's RIV Position: Q4 2025 in Review

SOA Wealth Advisors sold out of RiverNorth Opportunities Fund (RIV) in Q4 2025, closing a stake of 2,021 shares — an estimated $24.3K sold.

SOA Wealth Advisors first reported a position in RIV in Q3 2025 and held it in 1 quarter. The position peaked at $24.3K in Q3 2025. 58 funds tracked by Wall St. Rank hold RIV as of Q4 2025.

  • SOA Wealth Advisors reported no remaining RiverNorth Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 2,021 RiverNorth Opportunities Fund shares in Q4 2025, an estimated $24.3K.
  • SOA Wealth Advisors first reported a position in RiverNorth Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's RiverNorth Opportunities Fund position peaked at $24.3K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.