WA
CEFZ

Waddell & Associates’s RiverNorth Active Income ETF CEFZ Stock Holding History

Waddell & Associates’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 		$1.24M Buy
150,701
+3,666
+2% +$30.1K 0.06% 108
2026
Q1 		$1.15M Buy
147,035
+3,644
+3% +$29.8K 0.07% 97
2025
Q4 		$1.17M Buy
143,391
+3,508
+3% +$28.7K 0.08% 73
2025
Q3 		$1.15M Buy
+139,883
New +$1.14M 0.1% 65

Other funds holding CEFZ

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Waddell & Associates's CEFZ Position: Q2 2026 in Review

Waddell & Associates increased its RiverNorth Active Income ETF (CEFZ) stake by 2.5% in Q2 2026, buying an estimated $30.1K and bringing the position to 150,701 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #108.

Waddell & Associates first reported a position in CEFZ in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold CEFZ as of Q2 2026.

  • Waddell & Associates held 150,701 shares of RiverNorth Active Income ETF worth $1.24M as of Q2 2026.
  • Waddell & Associates bought 3,666 RiverNorth Active Income ETF shares in Q2 2026, an estimated $30.1K.
  • RiverNorth Active Income ETF made up 0.06% of Waddell & Associates's portfolio in Q2 2026, its #108 holding.
  • Waddell & Associates first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.