BPI
RDFI icon

BFC Planning, Inc.’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-609
Closed -$14.5K – 2964
2025
Q2 		$14.5K Buy
+609
New +$14.1K ﹤0.01% 1637

Other funds holding RDFI

Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s RDFI Position: Q3 2025 in Review

BFC Planning, Inc. sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q3 2025, closing a stake of 609 shares — an estimated $14.5K sold.

BFC Planning, Inc. first reported a position in RDFI in Q2 2025 and held it in 1 quarter. The position peaked at $14.5K in Q2 2025. 12 funds tracked by Wall St. Rank hold RDFI as of Q3 2025.

  • BFC Planning, Inc. reported no remaining Rareview Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • BFC Planning, Inc. sold 609 Rareview Dynamic Fixed Income ETF shares in Q3 2025, an estimated $14.5K.
  • BFC Planning, Inc. first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • BFC Planning, Inc.'s Rareview Dynamic Fixed Income ETF position peaked at $14.5K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2025.

Based on BFC Planning, Inc.'s 13F filing for Q3 2025, filed 29 Oct 2026.