Wagner Wealth Management (South Carolina)’s RiverNorth Opportunities Fund RIV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-769	Closed	-$9K	–	612
2022 Q3	$9K	Hold	769	–	–	0.01%	441
2022 Q2	$11K	Buy	+769	New	+$11.2K	0.01%	428
2022 Q1	–	Sell	-844	Closed	-$13K	–	570
2021 Q4	$13K	Hold	844	–	–	0.01%	460
2021 Q3	$14K	Sell	844 -56	-6%	-$1.01K	0.01%	426
2021 Q2	$17K	Hold	900	–	–	0.01%	411
2021 Q1	$16K	Buy	+900	New	+$15.4K	0.01%	396
2018 Q3	$45K	Buy	2,466 +1,144	+87%	+$22K	0.03%	260
2018 Q2	$27K	Hold	1,322	–	–	0.02%	288
2018 Q1	$26K	Hold	1,322	–	–	0.02%	266
2017 Q4	$27K	Buy	+1,322	New	+$26K	0.02%	269

Other funds holding RIV

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

TVAMP

Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RIV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of RiverNorth Opportunities Fund (RIV) in Q4 2022, closing a stake of 769 shares — an estimated $9K sold.

Wagner Wealth Management (South Carolina) first reported a position in RIV in Q4 2017 and held it in 10 quarters. The position peaked at $45K in Q3 2018. 39 funds tracked by Wall St. Rank hold RIV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining RiverNorth Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 769 RiverNorth Opportunities Fund shares in Q4 2022, an estimated $9K.
Wagner Wealth Management (South Carolina) first reported a position in RiverNorth Opportunities Fund in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s RiverNorth Opportunities Fund position peaked at $45K in Q3 2018.
39 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.