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 Q3	$356K	Buy	34,475 +3,038	+10%	+$33.8K	0.26%	138
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

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

PUREfi Wealth Boston, Massachusetts $214M AUM 18.61% 1-Year Est. Return

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

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

WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return

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

Total Wealth Planning & Management increased its RiverNorth Opportunities Fund (RIV) stake by 9.7% in Q3 2026, buying an estimated $33.8K and bringing the position to 34,475 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #138.

Total Wealth Planning & Management first reported a position in RIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q2 2026. 12 funds tracked by Wall St. Rank hold RIV as of Q3 2026.

Total Wealth Planning & Management held 34,475 shares of RiverNorth Opportunities Fund worth $356K as of Q3 2026.
Total Wealth Planning & Management bought 3,038 RiverNorth Opportunities Fund shares in Q3 2026, an estimated $33.8K.
RiverNorth Opportunities Fund made up 0.26% of Total Wealth Planning & Management's portfolio in Q3 2026, its #138 holding.
Total Wealth Planning & Management first reported a position in RiverNorth Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
Total Wealth Planning & Management's RiverNorth Opportunities Fund position peaked at $367K in Q2 2026.
12 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2026.

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