WealthTrust Asset Management’s RiverNorth Opportunities Fund RIV Stock Holding History

WealthTrust Asset Management’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
2026 Q3	$138K	Sell	13,367 -1,087	-8%	-$12.1K	0.08%	103
2026 Q2	$169K	Sell	14,454 -669	-4%	-$7.74K	0.09%	105
2026 Q1	$168K	Buy	15,123 +1,821	+14%	+$21.4K	0.1%	94
2025 Q4	$156K	Buy	13,302 +365	+3%	+$4.26K	0.11%	77
2025 Q3	$155K	Buy	12,937 +2,147	+20%	+$26.4K	0.11%	81
2025 Q2	$132K	Sell	10,790 -3,608	-25%	-$42.2K	0.1%	76
2025 Q1	$170K	Buy	+14,398	New	+$174K	0.13%	83

Other funds holding RIV

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $397M AUM 11.81% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.38B AUM 30.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

WealthTrust Asset Management's RIV Position: Q3 2026 in Review

WealthTrust Asset Management reduced its RiverNorth Opportunities Fund (RIV) stake by 7.5% in Q3 2026, selling an estimated $12.1K and leaving 13,367 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #103.

WealthTrust Asset Management first reported a position in RIV in Q1 2025 and has held it in 7 quarters since. The position peaked at $170K in Q1 2025. 55 funds tracked by Wall St. Rank hold RIV as of Q3 2026.

WealthTrust Asset Management held 13,367 shares of RiverNorth Opportunities Fund worth $138K as of Q3 2026.
WealthTrust Asset Management sold 1,087 RiverNorth Opportunities Fund shares in Q3 2026, an estimated $12.1K.
RiverNorth Opportunities Fund made up 0.08% of WealthTrust Asset Management's portfolio in Q3 2026, its #103 holding.
WealthTrust Asset Management first reported a position in RiverNorth Opportunities Fund in Q1 2025 and has held it in 7 quarters since.
WealthTrust Asset Management's RiverNorth Opportunities Fund position peaked at $170K in Q1 2025.
55 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.