UBS Group
CEFZ

UBS Group’s RiverNorth Active Income ETF CEFZ Stock Holding History

UBS Group’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 		$46.6K Buy
+5,657
New +$46.5K ﹤0.01% 7608
2025
Q4 		– Sell
-232
Closed -$1.9K – 11595
2025
Q3 		$1.9K Buy
+232
New +$1.89K ﹤0.01% 9260

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

UBS Group's CEFZ Position: Q2 2026 in Review

UBS Group opened a new position in RiverNorth Active Income ETF (CEFZ) in Q2 2026: 5,657 shares worth $46.6K. The stake represents ﹤0.01% of the portfolio and ranks #7608 among its holdings. This is a return to the name: UBS Group previously reported a position in CEFZ as recently as Q3 2025.

UBS Group first reported a position in CEFZ in Q3 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • UBS Group held 5,657 shares of RiverNorth Active Income ETF worth $46.6K as of Q2 2026.
  • RiverNorth Active Income ETF was a new UBS Group position in Q2 2026.
  • RiverNorth Active Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7608 holding.
  • UBS Group first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.