USCWA
OPP

U.S. Capital Wealth Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

U.S. Capital Wealth Advisors’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
2022
Q3 		– Sell
-10,120
Closed -$109K – 667
2022
Q2 		$109K Buy
+10,120
New +$112K ﹤0.01% 644

Other funds holding OPP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

U.S. Capital Wealth Advisors's OPP Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2022, closing a stake of 10,120 shares — an estimated $109K sold.

U.S. Capital Wealth Advisors first reported a position in OPP in Q2 2022 and held it in 1 quarter. The position peaked at $109K in Q2 2022. 49 funds tracked by Wall St. Rank hold OPP as of Q3 2022.

  • U.S. Capital Wealth Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 10,120 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2022, an estimated $109K.
  • U.S. Capital Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q2 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $109K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.