Wealthcare Advisory Partners’s RiverNorth Opportunities Fund RIV Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-3,137	Closed	-$55K	–	1579
2021 Q1	$55K	Buy	+3,137	New	+$53.8K	﹤0.01%	844
2020 Q2	–	Sell	-1,747	Closed	-$22K	–	1129
2020 Q1	$22K	Hold	1,747	–	–	﹤0.01%	706
2019 Q4	$29K	Sell	1,747 -1,386	-44%	-$22.7K	﹤0.01%	666
2019 Q3	$53K	Hold	3,133	–	–	0.01%	521
2019 Q2	$53K	Hold	3,133	–	–	0.01%	487
2019 Q1	$51K	Hold	3,133	–	–	0.01%	462
2018 Q4	$50K	Buy	3,133 +284	+10%	+$4.7K	0.01%	426
2018 Q3	$53K	Hold	2,849	–	–	0.01%	456
2018 Q2	$58K	Hold	2,849	–	–	0.01%	439
2018 Q1	$57K	Buy	2,849 +1,492	+110%	+$30.3K	0.01%	374
2017 Q4	$27K	Buy	+1,357	New	+$26.7K	0.01%	481

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Wealthcare Advisory Partners's RIV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of RiverNorth Opportunities Fund (RIV) in Q2 2021, closing a stake of 3,137 shares — an estimated $55K sold.

Wealthcare Advisory Partners first reported a position in RIV in Q4 2017 and held it in 11 quarters. The position peaked at $58K in Q2 2018. 28 funds tracked by Wall St. Rank hold RIV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining RiverNorth Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,137 RiverNorth Opportunities Fund shares in Q2 2021, an estimated $55K.
Wealthcare Advisory Partners first reported a position in RiverNorth Opportunities Fund in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's RiverNorth Opportunities Fund position peaked at $58K in Q2 2018.
28 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.