Allworth Financial
CEFZ icon

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
Q3 		$20.6K Hold
2,502
– – ﹤0.01% 3312
2026
Q2 		$20.6K Buy
2,502
+61
+2% +$501 ﹤0.01% 3176
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

Allworth Financial's CEFZ Position: Q3 2026 in Review

Allworth Financial held its RiverNorth Active Income ETF (CEFZ) position steady in Q3 2026 at 2,502 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Allworth Financial first reported a position in CEFZ in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold CEFZ as of Q3 2026.

  • Allworth Financial held 2,502 shares of RiverNorth Active Income ETF worth $20.6K as of Q3 2026.
  • Allworth Financial left its RiverNorth Active Income ETF share count unchanged in Q3 2026.
  • RiverNorth Active Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3312 holding.
  • Allworth Financial first reported a position in RiverNorth Active Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.