WA
CEFZ

Waverly Advisors’s RiverNorth Active Income ETF CEFZ Stock Holding History

Waverly Advisors’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
Q1 		$2.35M Sell
299,427
-7,112
-2% -$58.2K 0.02% 610
2025
Q4 		$2.51M Sell
306,539
-1,638
-0.5% -$13.4K 0.02% 542
2025
Q3 		$2.53M Buy
+308,177
New +$2.51M 0.03% 469

Other funds holding CEFZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Waverly Advisors's CEFZ Position: Q1 2026 in Review

Waverly Advisors reduced its RiverNorth Active Income ETF (CEFZ) stake by 2.3% in Q1 2026, selling an estimated $58.2K and leaving 299,427 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #610.

Waverly Advisors first reported a position in CEFZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.53M in Q3 2025. 28 funds tracked by Wall St. Rank hold CEFZ as of Q1 2026.

  • Waverly Advisors held 299,427 shares of RiverNorth Active Income ETF worth $2.35M as of Q1 2026.
  • Waverly Advisors sold 7,112 RiverNorth Active Income ETF shares in Q1 2026, an estimated $58.2K.
  • RiverNorth Active Income ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #610 holding.
  • Waverly Advisors first reported a position in RiverNorth Active Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's RiverNorth Active Income ETF position peaked at $2.53M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held RiverNorth Active Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.