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Able Wealth Management’s Rareview Systematic Equity ETF RSEE Stock Holding History

Able Wealth Management’s Portfolio RSEE Stock Details RSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Sell
15,114
-728
-5% -$27.4K 0.14% 73
2026
Q1 		$517K Sell
15,842
-356
-2% -$12.5K 0.14% 80
2025
Q4 		$555K Buy
16,198
+3,603
+29% +$121K 0.18% 67
2025
Q3 		$417K Buy
12,595
+2,908
+30% +$91.7K 0.16% 71
2025
Q2 		$293K Buy
+9,687
New +$269K 0.15% 89

Other funds holding RSEE

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Able Wealth Management's RSEE Position: Q2 2026 in Review

Able Wealth Management reduced its Rareview Systematic Equity ETF (RSEE) stake by 4.6% in Q2 2026, selling an estimated $27.4K and leaving 15,114 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #73.

Able Wealth Management first reported a position in RSEE in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold RSEE as of Q2 2026.

  • Able Wealth Management held 15,114 shares of Rareview Systematic Equity ETF worth $598K as of Q2 2026.
  • Able Wealth Management sold 728 Rareview Systematic Equity ETF shares in Q2 2026, an estimated $27.4K.
  • Rareview Systematic Equity ETF made up 0.14% of Able Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Able Wealth Management first reported a position in Rareview Systematic Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.