Creative Planning
CEFZ

Creative Planning’s RiverNorth Active Income ETF CEFZ Stock Holding History

Creative Planning’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 		$93.2K Hold
11,876
– – ﹤0.01% 3919
2025
Q4 		$97.3K Hold
11,876
– – ﹤0.01% 3719
2025
Q3 		$94.2K Buy
+11,876
New +$96.6K ﹤0.01% 3677

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
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 $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

Creative Planning's CEFZ Position: Q1 2026 in Review

Creative Planning held its RiverNorth Active Income ETF (CEFZ) position steady in Q1 2026 at 11,876 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

Creative Planning first reported a position in CEFZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $97.3K in Q4 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • Creative Planning held 11,876 shares of RiverNorth Active Income ETF worth $93.2K as of Q1 2026.
  • Creative Planning left its RiverNorth Active Income ETF share count unchanged in Q1 2026.
  • RiverNorth Active Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3919 holding.
  • Creative Planning first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's RiverNorth Active Income ETF position peaked at $97.3K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.