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Bartlett & Co Wealth Management’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q3 		– Sell
-10
Closed -$238 – 1267
2025
Q2 		$238 Sell
10
-59
-86% -$1.36K ﹤0.01% 1191
2025
Q1 		$1.63K Buy
+69
New +$1.64K ﹤0.01% 1080

Other funds holding RDFI

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's RDFI Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q3 2025, closing a stake of 10 shares — an estimated $238 sold.

Bartlett & Co Wealth Management first reported a position in RDFI in Q1 2025 and held it in 2 quarters. The position peaked at $1.63K in Q1 2025. 12 funds tracked by Wall St. Rank hold RDFI as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Rareview Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Rareview Dynamic Fixed Income ETF shares in Q3 2025, an estimated $238.
  • Bartlett & Co Wealth Management first reported a position in Rareview Dynamic Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Rareview Dynamic Fixed Income ETF position peaked at $1.63K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.