IFWM
CEFZ

Institute for Wealth Management’s RiverNorth Active Income ETF CEFZ Stock Holding History

Institute for Wealth 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 		$35K Buy
+4,248
New +$34.9K ﹤0.01% 979

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
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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Institute for Wealth Management's CEFZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in RiverNorth Active Income ETF (CEFZ) in Q2 2026: 4,248 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings.

14 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Institute for Wealth Management held 4,248 shares of RiverNorth Active Income ETF worth $35K as of Q2 2026.
  • RiverNorth Active Income ETF was a new Institute for Wealth Management position in Q2 2026.
  • RiverNorth Active Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #979 holding.
  • 14 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.