LAS
CEFZ

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

Lloyd 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 		$116K Buy
14,068
+10,264
+270% +$84.3K 0.04% 165
2026
Q1 		$29.9K Sell
3,804
-10,936
-74% -$89.5K 0.01% 335
2025
Q4 		$121K Buy
+14,740
New +$121K 0.05% 163

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

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

Lloyd Advisory Services increased its RiverNorth Active Income ETF (CEFZ) stake by 270% in Q2 2026, buying an estimated $84.3K and bringing the position to 14,068 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #165.

Lloyd Advisory Services first reported a position in CEFZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $121K in Q4 2025. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Lloyd Advisory Services held 14,068 shares of RiverNorth Active Income ETF worth $116K as of Q2 2026.
  • Lloyd Advisory Services bought 10,264 RiverNorth Active Income ETF shares in Q2 2026, an estimated $84.3K.
  • RiverNorth Active Income ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #165 holding.
  • Lloyd Advisory Services first reported a position in RiverNorth Active Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's RiverNorth Active Income ETF position peaked at $121K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.