Westside Investment Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Westside Investment 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 Q1	$222K	Hold	20,000	–	–	0.03%	285
2025 Q4	$235K	Hold	20,000	–	–	0.04%	257
2025 Q3	$240K	Hold	20,000	–	–	0.04%	255
2025 Q2	$245K	Hold	20,000	–	–	0.05%	229
2025 Q1	$236K	Hold	20,000	–	–	0.05%	217
2024 Q4	$230K	Sell	20,000 -1,200	-6%	-$15K	0.05%	214
2024 Q3	$274K	Hold	21,200	–	–	0.06%	199
2024 Q2	$260K	Hold	21,200	–	–	0.06%	201
2024 Q1	$255K	Hold	21,200	–	–	0.06%	203
2023 Q4	$233K	Hold	21,200	–	–	0.06%	195
2023 Q3	$223K	Hold	21,200	–	–	0.06%	193
2023 Q2	$243K	Hold	21,200	–	–	0.07%	189
2023 Q1	$241K	Hold	21,200	–	–	0.07%	189
2022 Q4	$260	Buy	+21,200	New	+$264K	﹤0.01%	307

Other funds holding RIV

SIA

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westside Investment Management's RIV Position: Q1 2026 in Review

Westside Investment Management held its RiverNorth Opportunities Fund (RIV) position steady in Q1 2026 at 20,000 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #285.

Westside Investment Management first reported a position in RIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $274K in Q3 2024. 57 funds tracked by Wall St. Rank hold RIV as of Q1 2026.

Westside Investment Management held 20,000 shares of RiverNorth Opportunities Fund worth $222K as of Q1 2026.
Westside Investment Management left its RiverNorth Opportunities Fund share count unchanged in Q1 2026.
RiverNorth Opportunities Fund made up 0.03% of Westside Investment Management's portfolio in Q1 2026, its #285 holding.
Westside Investment Management first reported a position in RiverNorth Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
Westside Investment Management's RiverNorth Opportunities Fund position peaked at $274K in Q3 2024.
57 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.