Arkadios Wealth Advisors’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Arkadios Wealth Advisors’s Portfolio RDFI Stock Details RDFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,549	Closed	-$45K	–	1491
2021 Q3	$45K	Buy	+1,549	New	+$46.1K	0.01%	909

Other funds holding RDFI

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Arkadios Wealth Advisors's RDFI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q4 2021, closing a stake of 1,549 shares — an estimated $45K sold.

Arkadios Wealth Advisors first reported a position in RDFI in Q3 2021 and held it in 1 quarter. The position peaked at $45K in Q3 2021. 9 funds tracked by Wall St. Rank hold RDFI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Rareview Dynamic Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,549 Rareview Dynamic Fixed Income ETF shares in Q4 2021, an estimated $45K.
Arkadios Wealth Advisors first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's Rareview Dynamic Fixed Income ETF position peaked at $45K in Q3 2021.
9 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.