Envestnet Asset Management
CEFZ

Envestnet Asset Management’s RiverNorth Active Income ETF CEFZ Stock Holding History

Envestnet Asset Management’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
Q2 		$6.81M Buy
827,723
+13,600
+2% +$112K ﹤0.01% 2236
2026
Q1 		$6.39M Sell
814,123
-12,258
-1% -$100K ﹤0.01% 2141
2025
Q4 		$6.77M Sell
826,381
-24,785
-3% -$203K ﹤0.01% 1972
2025
Q3 		$6.98M Buy
+851,166
New +$6.92M ﹤0.01% 2007

Other funds holding CEFZ

PAS
Park Avenue Securities New York $16B AUM 26.77% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management's CEFZ Position: Q2 2026 in Review

Envestnet Asset Management increased its RiverNorth Active Income ETF (CEFZ) stake by 1.7% in Q2 2026, buying an estimated $112K and bringing the position to 827,723 shares worth $6.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Envestnet Asset Management first reported a position in CEFZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.98M in Q3 2025. 17 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Envestnet Asset Management held 827,723 shares of RiverNorth Active Income ETF worth $6.81M as of Q2 2026.
  • Envestnet Asset Management bought 13,600 RiverNorth Active Income ETF shares in Q2 2026, an estimated $112K.
  • RiverNorth Active Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2236 holding.
  • Envestnet Asset Management first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's RiverNorth Active Income ETF position peaked at $6.98M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.