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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
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 $2.74B AUM 20.71% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Able Wealth Management's RSEE Position: Q1 2026 in Review

Able Wealth Management reduced its Rareview Systematic Equity ETF (RSEE) stake by 2.2% in Q1 2026, selling an estimated $12.5K and leaving 15,842 shares worth $517K. The position accounts for 0.14% of the portfolio, ranked #80.

Able Wealth Management first reported a position in RSEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $555K in Q4 2025. 13 funds tracked by Wall St. Rank hold RSEE as of Q1 2026.

  • Able Wealth Management held 15,842 shares of Rareview Systematic Equity ETF worth $517K as of Q1 2026.
  • Able Wealth Management sold 356 Rareview Systematic Equity ETF shares in Q1 2026, an estimated $12.5K.
  • Rareview Systematic Equity ETF made up 0.14% of Able Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Able Wealth Management first reported a position in Rareview Systematic Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Able Wealth Management's Rareview Systematic Equity ETF position peaked at $555K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.