Strategic Financial Concepts’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Strategic Financial Concepts’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
2025 Q4	–	Sell	-12,600	Closed	-$107K	–	239
2025 Q3	$107K	Sell	12,600 -2,400	-16%	-$20.6K	0.02%	262
2025 Q2	$128K	Hold	15,000	–	–	0.02%	276
2025 Q1	$129K	Sell	15,000 -1,000	-6%	-$8.56K	0.02%	330
2024 Q4	$133K	Buy	16,000 +1,731	+12%	+$14.9K	0.03%	326
2024 Q3	$128K	Sell	14,269 -103,285	-88%	-$907K	0.04%	239
2024 Q2	$13.2K	Buy	+117,554	New	+$985K	0.01%	384
2023 Q4	–	Sell	-12,346	Closed	-$96.5K	–	221
2023 Q3	$96.5K	Buy	12,346 +1,922	+18%	+$16K	0.03%	259
2023 Q2	$88K	Hold	10,424	–	–	0.03%	250
2023 Q1	$88.2K	Buy	+10,424	New	+$90K	0.04%	237

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Strategic Financial Concepts's OPP Position: Q4 2025 in Review

Strategic Financial Concepts sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q4 2025, closing a stake of 12,600 shares — an estimated $107K sold.

Strategic Financial Concepts first reported a position in OPP in Q1 2023 and held it in 9 quarters. The position peaked at $133K in Q4 2024. 66 funds tracked by Wall St. Rank hold OPP as of Q4 2025.

Strategic Financial Concepts reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 12,600 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q4 2025, an estimated $107K.
Strategic Financial Concepts first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $133K in Q4 2024.
66 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.