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Clear Creek Financial Management’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Clear Creek Financial 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
Q2 		– Sell
-50,226
Closed -$1.19M – 575
2025
Q1 		$1.19M Buy
50,226
+1,866
+4% +$44.3K 0.12% 170
2024
Q4 		$1.14M Sell
48,360
-977
-2% -$23.7K 0.12% 168
2024
Q3 		$1.25M Buy
+49,337
New +$1.19M 0.14% 141

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Clear Creek Financial Management's RDFI Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2025, closing a stake of 50,226 shares — an estimated $1.19M sold.

Clear Creek Financial Management first reported a position in RDFI in Q3 2024 and held it in 3 quarters. The position peaked at $1.25M in Q3 2024. 13 funds tracked by Wall St. Rank hold RDFI as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Rareview Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 50,226 Rareview Dynamic Fixed Income ETF shares in Q2 2025, an estimated $1.19M.
  • Clear Creek Financial Management first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's Rareview Dynamic Fixed Income ETF position peaked at $1.25M in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.