Cetera Investment Advisers
CEFZ

Cetera Investment Advisers’s RiverNorth Active Income ETF CEFZ Stock Holding History

Cetera Investment Advisers’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 		$311K Sell
39,676
-478
-1% -$3.91K ﹤0.01% 3945
2025
Q4 		$329K Buy
40,154
+2,348
+6% +$19.2K ﹤0.01% 3819
2025
Q3 		$310K Buy
+37,806
New +$307K ﹤0.01% 3804

Other funds holding CEFZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $21.5B AUM 26.98% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cetera Investment Advisers's CEFZ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its RiverNorth Active Income ETF (CEFZ) stake by 1.2% in Q1 2026, selling an estimated $3.91K and leaving 39,676 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

Cetera Investment Advisers first reported a position in CEFZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $329K in Q4 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • Cetera Investment Advisers held 39,676 shares of RiverNorth Active Income ETF worth $311K as of Q1 2026.
  • Cetera Investment Advisers sold 478 RiverNorth Active Income ETF shares in Q1 2026, an estimated $3.91K.
  • RiverNorth Active Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3945 holding.
  • Cetera Investment Advisers first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's RiverNorth Active Income ETF position peaked at $329K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.