Envestnet Asset Management’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Envestnet Asset 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
2026 Q2	$293K	Buy	+12,286	New	+$288K	﹤0.01%	4445

Other funds holding RDFI

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management's RDFI Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2026: 12,286 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #4445 among its holdings.

13 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

Envestnet Asset Management held 12,286 shares of Rareview Dynamic Fixed Income ETF worth $293K as of Q2 2026.
Rareview Dynamic Fixed Income ETF was a new Envestnet Asset Management position in Q2 2026.
Rareview Dynamic Fixed Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4445 holding.
13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.