Wealth Enhancement Advisory Services
OPP

Wealth Enhancement Advisory Services’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-10,995
Closed -$87.5K – 3794
2025
Q4 		$87.5K Buy
+10,995
New +$89K ﹤0.01% 3459

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's OPP Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q1 2026, closing a stake of 10,995 shares — an estimated $87.5K sold.

Wealth Enhancement Advisory Services first reported a position in OPP in Q4 2025 and held it in 1 quarter. The position peaked at $87.5K in Q4 2025. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,995 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $87.5K.
  • Wealth Enhancement Advisory Services first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $87.5K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.