BPI
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BFC Planning, Inc.’s Rareview Total Return Bond ETF RTRE Stock Holding History

BFC Planning, Inc.’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-859
Closed -$21.6K – 2997
2025
Q2 		$21.6K Buy
+859
New +$21.3K ﹤0.01% 1460

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Hobbs Group Advisors
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Citadel Advisors
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Oregon Pacific Wealth Management
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IWN
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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
PWM
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AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Rareview Total Return Bond ETF (RTRE) in Q3 2025, closing a stake of 859 shares — an estimated $21.6K sold.

BFC Planning, Inc. first reported a position in RTRE in Q2 2025 and held it in 1 quarter. The position peaked at $21.6K in Q2 2025. 10 funds tracked by Wall St. Rank hold RTRE as of Q3 2025.

  • BFC Planning, Inc. reported no remaining Rareview Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • BFC Planning, Inc. sold 859 Rareview Total Return Bond ETF shares in Q3 2025, an estimated $21.6K.
  • BFC Planning, Inc. first reported a position in Rareview Total Return Bond ETF in Q2 2025 and held it in 1 quarter.
  • BFC Planning, Inc.'s Rareview Total Return Bond ETF position peaked at $21.6K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q3 2025.

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