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 Q3	$731K	Buy	92,880 +2,184	+2%	+$17.9K	0.14%	126
2026 Q2	$746K	Buy	90,696 +78	+0.1%	+$641	0.15%	135
2026 Q1	$711K	Buy	90,618 +190	+0.2%	+$1.56K	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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Triangle Securities Wealth Management's CEFZ Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its RiverNorth Active Income ETF (CEFZ) stake by 2.4% in Q3 2026, buying an estimated $17.9K and bringing the position to 92,880 shares worth $731K. The position accounts for 0.14% of the portfolio, ranked #126.

Triangle Securities Wealth Management first reported a position in CEFZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $746K in Q2 2026. 5 funds tracked by Wall St. Rank hold CEFZ as of Q3 2026.

Triangle Securities Wealth Management held 92,880 shares of RiverNorth Active Income ETF worth $731K as of Q3 2026.
Triangle Securities Wealth Management bought 2,184 RiverNorth Active Income ETF shares in Q3 2026, an estimated $17.9K.
RiverNorth Active Income ETF made up 0.14% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #126 holding.
Triangle Securities Wealth Management first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 5 quarters since.
Triangle Securities Wealth Management's RiverNorth Active Income ETF position peaked at $746K in Q2 2026.
5 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.