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Bartlett & Co Wealth Management’s Rareview Systematic Equity ETF RSEE Stock Holding History

Bartlett & Co 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
2025
Q3 		– Sell
-13
Closed -$394 – 1269
2025
Q2 		$394 Sell
13
-111
-90% -$3.09K ﹤0.01% 1172
2025
Q1 		$3.42K Buy
+124
New +$3.6K ﹤0.01% 1027

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
GS
GTS Securities New York $2.83B AUM 21.76% 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
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Rareview Systematic Equity ETF (RSEE) in Q3 2025, closing a stake of 13 shares — an estimated $394 sold.

Bartlett & Co Wealth Management first reported a position in RSEE in Q1 2025 and held it in 2 quarters. The position peaked at $3.42K in Q1 2025. 12 funds tracked by Wall St. Rank hold RSEE as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Rareview Systematic Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 13 Rareview Systematic Equity ETF shares in Q3 2025, an estimated $394.
  • Bartlett & Co Wealth Management first reported a position in Rareview Systematic Equity ETF in Q1 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Rareview Systematic Equity ETF position peaked at $3.42K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q3 2025.

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