Triangle Securities Wealth Management’s RiverNorth Active Income ETF CEFZ Stock Holding History

Triangle Securities Wealth Management’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	$746K	Buy	90,696 +78	+0.1%	+$641	0.15%	135
2026 Q1	$711K	Buy	90,618 +190	+0.2%	+$1.55K	0.16%	128
2025 Q4	$741K	Buy	90,428 +365	+0.4%	+$2.99K	0.16%	132
2025 Q3	$738K	Buy	+90,063	New	+$732K	0.17%	129

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 40.89% 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

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Triangle Securities Wealth Management's CEFZ Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its RiverNorth Active Income ETF (CEFZ) stake by 0.09% in Q2 2026, buying an estimated $641 and bringing the position to 90,696 shares worth $746K. The position accounts for 0.15% of the portfolio, ranked #135.

Triangle Securities Wealth Management 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.

Triangle Securities Wealth Management held 90,696 shares of RiverNorth Active Income ETF worth $746K as of Q2 2026.
Triangle Securities Wealth Management bought 78 RiverNorth Active Income ETF shares in Q2 2026, an estimated $641.
RiverNorth Active Income ETF made up 0.15% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #135 holding.
Triangle Securities Wealth Management 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 Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.