GLR
CEFZ

Great Lakes Retirement’s RiverNorth Active Income ETF CEFZ Stock Holding History

Great Lakes Retirement’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 		$145K Sell
17,573
-1,331
-7% -$10.9K 0.01% 216
2026
Q1 		$148K Sell
18,904
-1,917
-9% -$15.7K 0.02% 219
2025
Q4 		$171K Buy
+20,821
New +$171K 0.02% 216

Other funds holding CEFZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Great Lakes Retirement's CEFZ Position: Q2 2026 in Review

Great Lakes Retirement reduced its RiverNorth Active Income ETF (CEFZ) stake by 7% in Q2 2026, selling an estimated $10.9K and leaving 17,573 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #216.

Great Lakes Retirement first reported a position in CEFZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $171K in Q4 2025. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Great Lakes Retirement held 17,573 shares of RiverNorth Active Income ETF worth $145K as of Q2 2026.
  • Great Lakes Retirement sold 1,331 RiverNorth Active Income ETF shares in Q2 2026, an estimated $10.9K.
  • RiverNorth Active Income ETF made up 0.01% of Great Lakes Retirement's portfolio in Q2 2026, its #216 holding.
  • Great Lakes Retirement first reported a position in RiverNorth Active Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Great Lakes Retirement's RiverNorth Active Income ETF position peaked at $171K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.