APW
CEFZ

Aventura Private Wealth’s RiverNorth Active Income ETF CEFZ Stock Holding History

Aventura Private Wealth’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 		– Sell
-384
Closed -$3.14K – 948
2025
Q4 		$3.14K Hold
384
– – ﹤0.01% 649
2025
Q3 		$3.15K Buy
+384
New +$3.12K ﹤0.01% 638

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

Aventura Private Wealth's CEFZ Position: Q1 2026 in Review

Aventura Private Wealth sold out of RiverNorth Active Income ETF (CEFZ) in Q1 2026, closing a stake of 384 shares — an estimated $3.14K sold.

Aventura Private Wealth first reported a position in CEFZ in Q3 2025 and held it in 2 quarters. The position peaked at $3.15K in Q3 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • Aventura Private Wealth reported no remaining RiverNorth Active Income ETF position as of Q1 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 384 RiverNorth Active Income ETF shares in Q1 2026, an estimated $3.14K.
  • Aventura Private Wealth first reported a position in RiverNorth Active Income ETF in Q3 2025 and held it in 2 quarters.
  • Aventura Private Wealth's RiverNorth Active Income ETF position peaked at $3.15K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.