IFG
CEFZ

Independent Financial Group’s RiverNorth Active Income ETF CEFZ Stock Holding History

Independent Financial Group’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 		$217K Sell
26,342
-349
-1% -$2.87K ﹤0.01% 1434
2026
Q1 		$209K Buy
26,691
+1,230
+5% +$10.1K ﹤0.01% 1354
2025
Q4 		$209K Hold
25,461
– – ﹤0.01% 1329
2025
Q3 		$209K Buy
+25,461
New +$207K 0.01% 1269

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

Independent Financial Group's CEFZ Position: Q2 2026 in Review

Independent Financial Group reduced its RiverNorth Active Income ETF (CEFZ) stake by 1.3% in Q2 2026, selling an estimated $2.87K and leaving 26,342 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Independent Financial Group first reported a position in CEFZ in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Independent Financial Group held 26,342 shares of RiverNorth Active Income ETF worth $217K as of Q2 2026.
  • Independent Financial Group sold 349 RiverNorth Active Income ETF shares in Q2 2026, an estimated $2.87K.
  • RiverNorth Active Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1434 holding.
  • Independent Financial Group first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.