PMFA
CEFZ

Plante Moran Financial Advisors’s RiverNorth Active Income ETF CEFZ Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-10,626
Closed -$83.4K – 1653
2026
Q1 		$83.4K Hold
10,626
– – 0.01% 250
2025
Q4 		$87K Hold
10,626
– – 0.01% 252
2025
Q3 		$87.1K Buy
+10,626
New +$86.4K 0.01% 263

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WA
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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

Plante Moran Financial Advisors's CEFZ Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of RiverNorth Active Income ETF (CEFZ) in Q2 2026, closing a stake of 10,626 shares — an estimated $83.4K sold.

Plante Moran Financial Advisors first reported a position in CEFZ in Q3 2025 and held it in 3 quarters. The position peaked at $87.1K in Q3 2025. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining RiverNorth Active Income ETF position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,626 RiverNorth Active Income ETF shares in Q2 2026, an estimated $83.4K.
  • Plante Moran Financial Advisors first reported a position in RiverNorth Active Income ETF in Q3 2025 and held it in 3 quarters.
  • Plante Moran Financial Advisors's RiverNorth Active Income ETF position peaked at $87.1K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.