Cetera Investment Advisers
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Cetera Investment Advisers’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Cetera Investment Advisers’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
2023
Q1 		– Sell
-13,432
Closed -$302K – 2228
2022
Q4 		$302K Hold
13,432
– – ﹤0.01% 1662
2022
Q3 		$295K Hold
13,432
– – 0.01% 1275
2022
Q2 		$317K Sell
13,432
-246
-2% -$5.92K 0.01% 1382
2022
Q1 		$348K Buy
13,678
+1,811
+15% +$48.6K 0.01% 1395
2021
Q4 		$336K Buy
+11,867
New +$347K ﹤0.01% 1426

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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Cetera Investment Advisers's RDFI Position: Q1 2023 in Review

Cetera Investment Advisers sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q1 2023, closing a stake of 13,432 shares — an estimated $302K sold.

Cetera Investment Advisers first reported a position in RDFI in Q4 2021 and held it in 5 quarters. The position peaked at $348K in Q1 2022. 7 funds tracked by Wall St. Rank hold RDFI as of Q1 2023.

  • Cetera Investment Advisers reported no remaining Rareview Dynamic Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 13,432 Rareview Dynamic Fixed Income ETF shares in Q1 2023, an estimated $302K.
  • Cetera Investment Advisers first reported a position in Rareview Dynamic Fixed Income ETF in Q4 2021 and held it in 5 quarters.
  • Cetera Investment Advisers's Rareview Dynamic Fixed Income ETF position peaked at $348K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.