KAS
CEFZ

Kestra Advisory Services’s RiverNorth Active Income ETF CEFZ Stock Holding History

Kestra Advisory Services’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 		$131K Sell
15,911
-3,380
-18% -$27.8K ﹤0.01% 3155
2026
Q1 		$151K Buy
+19,291
New +$158K ﹤0.01% 2986

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

Kestra Advisory Services's CEFZ Position: Q2 2026 in Review

Kestra Advisory Services reduced its RiverNorth Active Income ETF (CEFZ) stake by 18% in Q2 2026, selling an estimated $27.8K and leaving 15,911 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Kestra Advisory Services first reported a position in CEFZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $151K in Q1 2026. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Kestra Advisory Services held 15,911 shares of RiverNorth Active Income ETF worth $131K as of Q2 2026.
  • Kestra Advisory Services sold 3,380 RiverNorth Active Income ETF shares in Q2 2026, an estimated $27.8K.
  • RiverNorth Active Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3155 holding.
  • Kestra Advisory Services first reported a position in RiverNorth Active Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Advisory Services's RiverNorth Active Income ETF position peaked at $151K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.