AF
CEFZ

Allworth Financial’s RiverNorth Active Income ETF CEFZ Stock Holding History

Allworth Financial’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 		$19.2K Buy
2,441
+60
+3% +$491 ﹤0.01% 3031
2025
Q4 		$19.5K Buy
+2,381
New +$19.5K ﹤0.01% 2845

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Allworth Financial's CEFZ Position: Q1 2026 in Review

Allworth Financial increased its RiverNorth Active Income ETF (CEFZ) stake by 2.5% in Q1 2026, buying an estimated $491 and bringing the position to 2,441 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Allworth Financial first reported a position in CEFZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.5K in Q4 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • Allworth Financial held 2,441 shares of RiverNorth Active Income ETF worth $19.2K as of Q1 2026.
  • Allworth Financial bought 60 RiverNorth Active Income ETF shares in Q1 2026, an estimated $491.
  • RiverNorth Active Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3031 holding.
  • Allworth Financial first reported a position in RiverNorth Active Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's RiverNorth Active Income ETF position peaked at $19.5K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.