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 Q3	$357K	Buy	51,661 +5,603	+12%	+$41.9K	0.27%	136
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

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Total Wealth Planning & Management's OPP Position: Q3 2026 in Review

Total Wealth Planning & Management increased its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 12% in Q3 2026, buying an estimated $41.9K and bringing the position to 51,661 shares worth $357K. The position accounts for 0.27% of the portfolio, ranked #136.

Total Wealth Planning & Management first reported a position in OPP in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold OPP as of Q3 2026.

Total Wealth Planning & Management held 51,661 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $357K as of Q3 2026.
Total Wealth Planning & Management bought 5,603 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2026, an estimated $41.9K.
RiverNorth/DoubleLine Strategic Opportunity Fund made up 0.27% of Total Wealth Planning & Management's portfolio in Q3 2026, its #136 holding.
Total Wealth Planning & Management first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.