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 Q2	$367K	Buy	31,437 +928	+3%	+$10.7K	0.25%	136
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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Total Wealth Planning & Management increased its RiverNorth Opportunities Fund (RIV) stake by 3% in Q2 2026, buying an estimated $10.7K and bringing the position to 31,437 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #136.

Total Wealth Planning & Management first reported a position in RIV in Q1 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Total Wealth Planning & Management held 31,437 shares of RiverNorth Opportunities Fund worth $367K as of Q2 2026.
Total Wealth Planning & Management bought 928 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $10.7K.
RiverNorth Opportunities Fund made up 0.25% of Total Wealth Planning & Management's portfolio in Q2 2026, its #136 holding.
Total Wealth Planning & Management first reported a position in RiverNorth Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

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