SAM
RIV

Synergy Asset Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-1,200
Closed -$15.5K – 676
2024
Q4 		$15.5K Buy
+1,200
New +$15K ﹤0.01% 401

Other funds holding RIV

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return

Synergy Asset Management's RIV Position: Q1 2025 in Review

Synergy Asset Management sold out of RiverNorth Opportunities Fund (RIV) in Q1 2025, closing a stake of 1,200 shares — an estimated $15.5K sold.

Synergy Asset Management first reported a position in RIV in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 46 funds tracked by Wall St. Rank hold RIV as of Q1 2025.

  • Synergy Asset Management reported no remaining RiverNorth Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,200 RiverNorth Opportunities Fund shares in Q1 2025, an estimated $15.5K.
  • Synergy Asset Management first reported a position in RiverNorth Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's RiverNorth Opportunities Fund position peaked at $15.5K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.