RIV β€” RIVERNORTH OPPORTUNITIES FD

Ownership history in Atria Wealth Solutions, Inc.  Β·  7 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported RIVERNORTH OPPORTUNITIES FD (RIV) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows RIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in RIVERNORTH OPPORTUNITIES FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

RIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RIV stock page Atria Wealth Solutions, Inc. fund profile Atria Wealth Solutions, Inc. full holdings
How Atria Wealth Solutions, Inc. held RIV β€” position size vs. price
% of Fund (quarterly)    RIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 28,850 -84,540 -74.6% 0.00% $340K 2025-05-09 $10.18
2024 Q4 ADDED 113,390 +94,486 +499.8% 0.01% $1.3M 2025-01-31 $10.14
2024 Q3 ADDED 18,904 +2,998 +18.8% 0.00% $244K 2024-11-08 $10.20
2024 Q2 ADDED 15,906 +1,339 +9.2% 0.00% $195K 2024-07-22 $9.68
2024 Q1 ADDED 14,567 +2,344 +19.2% 0.00% $175K 2024-05-13 $9.24
2023 Q4 REDUCED 12,223 -1,744 -12.5% 0.00% $134K 2024-02-02 $8.67
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RIV

As of 2025 Q4 β€” sorted by position size

Yakira Capital Management, Inc. 3Y 7Y 1.76% Everstar Asset Management, LLC 0.85% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.65% ABSOLUTE INVESTMENT ADVISERS, LLC 0.52% Quarry LP 3Y 0.28% Arete Wealth Advisors, LLC 3Y 7Y 0.27% Total Wealth Planning & Management, Inc. 0.25% Opal Wealth Advisors, LLC 3Y 0.21% Tennessee Valley Asset Management Partners 3Y 0.21% Shaker Financial Services, LLC 3Y 7Y 0.14%

FAQ About Atria Wealth Solutions, Inc. and RIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning RIV?

Atria Wealth Solutions, Inc. reported RIV across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported RIV position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for RIV was 0.01% in 2024 Q4.

What is the latest reported RIV position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 28,850 shares, equal to 0.00% of portfolio, with an estimated market value of $340K.

What does the chart on this RIV ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly RIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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