USCA RIA’s RiverNorth Opportunities Fund RIV Stock Holding History

USCA RIA’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
2021 Q2	$455K	Hold	24,770	–	–	0.03%	410
2021 Q1	$432K	Buy	24,770 +6,000	+32%	+$103K	0.03%	401
2020 Q4	$302K	Buy	+18,770	New	+$280K	0.02%	407

Other funds holding RIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCA RIA's RIV Position: Q2 2021 in Review

USCA RIA held its RiverNorth Opportunities Fund (RIV) position steady in Q2 2021 at 24,770 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #410.

USCA RIA first reported a position in RIV in Q4 2020 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold RIV as of Q2 2021.

USCA RIA held 24,770 shares of RiverNorth Opportunities Fund worth $455K as of Q2 2021.
USCA RIA left its RiverNorth Opportunities Fund share count unchanged in Q2 2021.
RiverNorth Opportunities Fund made up 0.03% of USCA RIA's portfolio in Q2 2021, its #410 holding.
USCA RIA first reported a position in RiverNorth Opportunities Fund in Q4 2020 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.