Clear Creek Financial Management’s Rareview Systematic Equity ETF RSEE Stock Holding History

Clear Creek Financial 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
2026 Q1	$6.39M	Sell	195,675 -1,639	-0.8%	-$57.3K	0.49%	45
2025 Q4	$6.76M	Sell	197,314 -3,665	-2%	-$124K	0.55%	39
2025 Q3	$6.65M	Sell	200,979 -49,183	-20%	-$1.55M	0.58%	35
2025 Q2	$7.58M	Sell	250,162 -88,108	-26%	-$2.45M	0.72%	23
2025 Q1	$9.34M	Buy	338,270 +33,969	+11%	+$985K	0.97%	19
2024 Q4	$8.67M	Buy	304,301 +20,673	+7%	+$644K	0.94%	24
2024 Q3	$8.93M	Buy	283,628 +55,207	+24%	+$1.65M	1.01%	18
2024 Q2	$6.67M	Sell	228,421 -5,479	-2%	-$155K	0.81%	28
2024 Q1	$6.5M	Buy	233,900 +225,921	+2,831%	+$6.01M	0.83%	28
2023 Q4	$208K	Buy	+7,979	New	+$196K	0.03%	310

Other funds holding RSEE

BAM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Clear Creek Financial Management's RSEE Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Rareview Systematic Equity ETF (RSEE) stake by 0.83% in Q1 2026, selling an estimated $57.3K and leaving 195,675 shares worth $6.39M. The position accounts for 0.49% of the portfolio, ranked #45.

Clear Creek Financial Management first reported a position in RSEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.34M in Q1 2025. 13 funds tracked by Wall St. Rank hold RSEE as of Q1 2026.

Clear Creek Financial Management held 195,675 shares of Rareview Systematic Equity ETF worth $6.39M as of Q1 2026.
Clear Creek Financial Management sold 1,639 Rareview Systematic Equity ETF shares in Q1 2026, an estimated $57.3K.
Rareview Systematic Equity ETF made up 0.49% of Clear Creek Financial Management's portfolio in Q1 2026, its #45 holding.
Clear Creek Financial Management first reported a position in Rareview Systematic Equity ETF in Q4 2023 and has held it in 10 quarters since.
Clear Creek Financial Management's Rareview Systematic Equity ETF position peaked at $9.34M in Q1 2025.
13 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.