BPI
RSEE icon

BFC Planning, Inc.’s Rareview Systematic Equity ETF RSEE Stock Holding History

BFC Planning, Inc.’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
2025
Q3 		– Sell
-372
Closed -$11.3K – 2969
2025
Q2 		$11.3K Buy
+372
New +$10.3K ﹤0.01% 1745

Other funds holding RSEE

Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Ascension Capital Advisors
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Rareview Systematic Equity ETF (RSEE) in Q3 2025, closing a stake of 372 shares — an estimated $11.3K sold.

BFC Planning, Inc. first reported a position in RSEE in Q2 2025 and held it in 1 quarter. The position peaked at $11.3K in Q2 2025. 12 funds tracked by Wall St. Rank hold RSEE as of Q3 2025.

  • BFC Planning, Inc. reported no remaining Rareview Systematic Equity ETF position as of Q3 2025 after selling out during the quarter.
  • BFC Planning, Inc. sold 372 Rareview Systematic Equity ETF shares in Q3 2025, an estimated $11.3K.
  • BFC Planning, Inc. first reported a position in Rareview Systematic Equity ETF in Q2 2025 and held it in 1 quarter.
  • BFC Planning, Inc.'s Rareview Systematic Equity ETF position peaked at $11.3K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Systematic Equity ETF as of Q3 2025.

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