TSWM
CEFZ

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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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. 7 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.
  • 7 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.