TWPM
OPP

Total Wealth Planning & Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Total Wealth Planning & Management’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
2026
Q2 		$356K Buy
46,058
+1,298
+3% +$10K 0.24% 140
2026
Q1 		$343K Buy
44,760
+4,311
+11% +$33.7K 0.25% 139
2025
Q4 		$322K Buy
+40,449
New +$327K 0.24% 146
2025
Q2 		$320K Buy
37,421
+1,038
+3% +$8.68K 0.26% 150
2025
Q1 		$312K Buy
36,383
+22,841
+169% +$196K 0.3% 129
2024
Q4 		$113K Buy
+13,542
New +$116K 0.1% 179

Other funds holding OPP

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Total Wealth Planning & Management's OPP Position: Q2 2026 in Review

Total Wealth Planning & Management increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 2.9% in Q2 2026, buying an estimated $10K and bringing the position to 46,058 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #140.

Total Wealth Planning & Management first reported a position in OPP in Q4 2024 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold OPP as of Q2 2026.

  • Total Wealth Planning & Management held 46,058 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $356K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,298 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2026, an estimated $10K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #140 holding.
  • Total Wealth Planning & Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2024 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.