AWM
CEFZ

AE Wealth Management’s RiverNorth Active Income ETF CEFZ Stock Holding History

AE Wealth Management’s Portfolio CEFZ Stock Details CEFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$882K Buy
112,448
+535
+0.5% +$4.38K ﹤0.01% 872
2025
Q4 		$917K Buy
+111,913
New +$917K 0.01% 830

Other funds holding CEFZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

AE Wealth Management's CEFZ Position: Q1 2026 in Review

AE Wealth Management increased its RiverNorth Active Income ETF (CEFZ) stake by 0.48% in Q1 2026, buying an estimated $4.38K and bringing the position to 112,448 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

AE Wealth Management first reported a position in CEFZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $917K in Q4 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • AE Wealth Management held 112,448 shares of RiverNorth Active Income ETF worth $882K as of Q1 2026.
  • AE Wealth Management bought 535 RiverNorth Active Income ETF shares in Q1 2026, an estimated $4.38K.
  • RiverNorth Active Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #872 holding.
  • AE Wealth Management first reported a position in RiverNorth Active Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's RiverNorth Active Income ETF position peaked at $917K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.