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 Q2	$175K	Sell	15,000 -5,000	-25%	-$57.9K	0.02%	332
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 $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

Westside Investment Management's RIV Position: Q2 2026 in Review

Westside Investment Management reduced its RiverNorth Opportunities Fund (RIV) stake by 25% in Q2 2026, selling an estimated $57.9K and leaving 15,000 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #332.

Westside Investment Management first reported a position in RIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $274K in Q3 2024. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

Westside Investment Management held 15,000 shares of RiverNorth Opportunities Fund worth $175K as of Q2 2026.
Westside Investment Management sold 5,000 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $57.9K.
RiverNorth Opportunities Fund made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #332 holding.
Westside Investment Management first reported a position in RiverNorth Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
Westside Investment Management's RiverNorth Opportunities Fund position peaked at $274K in Q3 2024.
60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

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