TWPM
RIV

Total Wealth Planning & Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Total Wealth Planning & 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
2026
Q1 		$339K Buy
30,509
+1,804
+6% +$21.2K 0.25% 142
2025
Q4 		$337K Buy
+28,705
New +$335K 0.25% 134
2025
Q2 		$332K Buy
27,108
+907
+3% +$10.6K 0.27% 139
2025
Q1 		$309K Buy
+26,201
New +$316K 0.29% 131

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
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Wealth Planning & Management's RIV Position: Q1 2026 in Review

Total Wealth Planning & Management increased its RiverNorth Opportunities Fund (RIV) stake by 6.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 30,509 shares worth $339K. The position accounts for 0.25% of the portfolio, ranked #142.

Total Wealth Planning & Management first reported a position in RIV in Q1 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

  • Total Wealth Planning & Management held 30,509 shares of RiverNorth Opportunities Fund worth $339K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,804 RiverNorth Opportunities Fund shares in Q1 2026, an estimated $21.2K.
  • RiverNorth Opportunities Fund made up 0.25% of Total Wealth Planning & Management's portfolio in Q1 2026, its #142 holding.
  • Total Wealth Planning & Management first reported a position in RiverNorth Opportunities Fund in Q1 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.