Marks Group Wealth Management, Inc
Position in RIV — Rivernorth Opportunities Fund, Inc.
CIK 1802473
MINNETONKA, MN
Position in RIV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,257,752
+$60,407 QoQ
Shares Held
107,869
0.0% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#16
of 60 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $24,738,111 across 18 Asset Management names. RIV ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
63,127 | $2,831,245 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
219,290 | $2,151,234 | |
| 3 | GOF |
Guggenheim Strategic Opportunities Fund
|
190,195 | $2,076,929 | |
| 4 | IGA |
Voya Global Advantage & Premium Opportunity Fund
|
195,408 | $1,934,539 | |
| 5 | BLK |
BlackRock, Inc.
|
1,952 | $1,876,964 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
85,175 | $1,422,422 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2,858 | $1,311,136 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
227,710 | $1,288,838 |
All Filings in RIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,752 | 107,869 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,197,345 | 107,869 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,354,784 | 115,399 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,384,788 | 115,399 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,414,790 | 115,399 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,360,553 | 115,399 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,325,929 | 115,399 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,490,956 | 115,399 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,406,250 | 114,796 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $808,942 | 67,188 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $738,395 | 67,188 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $706,147 | 67,188 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $768,630 | 67,188 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $763,253 | 67,188 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||