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 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthTrust Asset Management's RIV Position: Q2 2026 in Review

WealthTrust Asset Management reduced its RiverNorth Opportunities Fund (RIV) stake by 4.4% in Q2 2026, selling an estimated $7.74K and leaving 14,454 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #105.

WealthTrust Asset Management first reported a position in RIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $170K in Q1 2025. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

WealthTrust Asset Management held 14,454 shares of RiverNorth Opportunities Fund worth $169K as of Q2 2026.
WealthTrust Asset Management sold 669 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $7.74K.
RiverNorth Opportunities Fund made up 0.09% of WealthTrust Asset Management's portfolio in Q2 2026, its #105 holding.
WealthTrust Asset Management first reported a position in RiverNorth Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
WealthTrust Asset Management's RiverNorth Opportunities Fund position peaked at $170K in Q1 2025.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.