Montgomery Financial Services’s RiverNorth Active Income ETF CEFZ Stock Holding History

Montgomery Financial 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	$732	Buy	+89	New	+$731	﹤0.01%	307

Other funds holding CEFZ

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Montgomery Financial Services's CEFZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in RiverNorth Active Income ETF (CEFZ) in Q2 2026: 89 shares worth $732. The stake represents ﹤0.01% of the portfolio and ranks #307 among its holdings.

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

Montgomery Financial Services held 89 shares of RiverNorth Active Income ETF worth $732 as of Q2 2026.
RiverNorth Active Income ETF was a new Montgomery Financial Services position in Q2 2026.
RiverNorth Active Income ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #307 holding.
33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.