Global Retirement Partners’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Global Retirement Partners’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
2024 Q4	$5.2K	Buy	220 +4	+2%	+$97	﹤0.01%	2663
2024 Q3	$5.45K	Buy	216 +5	+2%	+$121	﹤0.01%	2529
2024 Q2	$4.91K	Buy	211 +4	+2%	+$91	﹤0.01%	2621
2024 Q1	$4.83K	Hold	207	–	–	﹤0.01%	2412
2023 Q4	$4.7K	Hold	207	–	–	﹤0.01%	2345
2023 Q3	$4.28K	Hold	207	–	–	﹤0.01%	2249
2023 Q2	$4.66K	Hold	207	–	–	﹤0.01%	2229
2023 Q1	$4.59K	Hold	207	–	–	﹤0.01%	2190
2022 Q4	$4.66K	Hold	207	–	–	﹤0.01%	2051
2022 Q3	$4K	Buy	+207	New	+$4.89K	﹤0.01%	2028

Other funds holding RDFI

BAM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWN

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Global Retirement Partners's RDFI Position: Q4 2024 in Review

Global Retirement Partners increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 1.9% in Q4 2024, buying an estimated $97 and bringing the position to 220 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Global Retirement Partners first reported a position in RDFI in Q3 2022 and has held it in 10 quarters since. The position peaked at $5.45K in Q3 2024. 13 funds tracked by Wall St. Rank hold RDFI as of Q4 2024.

Global Retirement Partners held 220 shares of Rareview Dynamic Fixed Income ETF worth $5.2K as of Q4 2024.
Global Retirement Partners bought 4 Rareview Dynamic Fixed Income ETF shares in Q4 2024, an estimated $97.
Rareview Dynamic Fixed Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2663 holding.
Global Retirement Partners first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2022 and has held it in 10 quarters since.
Global Retirement Partners's Rareview Dynamic Fixed Income ETF position peaked at $5.45K in Q3 2024.
13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.