Osaic Holdings
CEFZ

Osaic Holdings’s RiverNorth Active Income ETF CEFZ Stock Holding History

Osaic Holdings’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 		$125K Buy
15,126
+10,332
+216% +$84.9K ﹤0.01% 4781
2026
Q1 		$37.6K Sell
4,794
-10,193
-68% -$83.4K ﹤0.01% 5421
2025
Q4 		$123K Buy
14,987
+212
+1% +$1.74K ﹤0.01% 4539
2025
Q3 		$122K Buy
+14,775
New +$120K ﹤0.01% 4622

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

Osaic Holdings's CEFZ Position: Q2 2026 in Review

Osaic Holdings increased its RiverNorth Active Income ETF (CEFZ) stake by 216% in Q2 2026, buying an estimated $84.9K and bringing the position to 15,126 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

Osaic Holdings 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.

  • Osaic Holdings held 15,126 shares of RiverNorth Active Income ETF worth $125K as of Q2 2026.
  • Osaic Holdings bought 10,332 RiverNorth Active Income ETF shares in Q2 2026, an estimated $84.9K.
  • RiverNorth Active Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4781 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.