DFA
CEFZ

DHJJ Financial Advisors’s RiverNorth Active Income ETF CEFZ Stock Holding History

DHJJ Financial Advisors’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
-7
Closed -$60 – 1095
2025
Q4 		$60 Hold
7
– – ﹤0.01% 1021
2025
Q3 		$59 Buy
+7
New +$57 ﹤0.01% 984

Other funds holding CEFZ

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WA
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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
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DHJJ Financial Advisors's CEFZ Position: Q1 2026 in Review

DHJJ Financial Advisors sold out of RiverNorth Active Income ETF (CEFZ) in Q1 2026, closing a stake of 7 shares — an estimated $60 sold.

DHJJ Financial Advisors first reported a position in CEFZ in Q3 2025 and held it in 2 quarters. The position peaked at $60 in Q4 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • DHJJ Financial Advisors reported no remaining RiverNorth Active Income ETF position as of Q1 2026 after selling out during the quarter.
  • DHJJ Financial Advisors sold 7 RiverNorth Active Income ETF shares in Q1 2026, an estimated $60.
  • DHJJ Financial Advisors first reported a position in RiverNorth Active Income ETF in Q3 2025 and held it in 2 quarters.
  • DHJJ Financial Advisors's RiverNorth Active Income ETF position peaked at $60 in Q4 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.