Independent Wealth Network’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Independent Wealth Network’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 Q3	$6.52M	Buy	300,985 +21,022	+8%	+$486K	1.64%	9
2026 Q2	$6.67M	Buy	279,963 +14,779	+6%	+$347K	1.7%	6
2026 Q1	$6.11M	Buy	265,184 +50,959	+24%	+$1.22M	1.82%	6
2025 Q4	$5.12M	Buy	214,225 +25,089	+13%	+$601K	1.56%	10
2025 Q3	$4.59M	Buy	189,136 +38,870	+26%	+$930K	1.48%	13
2025 Q2	$3.58M	Buy	150,266 +21,205	+16%	+$491K	1.3%	16
2025 Q1	$3.05M	Buy	129,061 +29,432	+30%	+$699K	1.22%	16
2024 Q4	$2.35M	Buy	99,629 +14,979	+18%	+$363K	0.96%	25
2024 Q3	$2.14M	Buy	84,650 +40,784	+93%	+$986K	0.94%	27
2024 Q2	$1.02M	Buy	43,866 +5,776	+15%	+$131K	0.47%	51
2024 Q1	$888K	Buy	38,090 +144	+0.4%	+$3.29K	0.42%	61
2023 Q4	$860K	Buy	37,946 +1,276	+3%	+$27.4K	0.45%	56
2023 Q3	$774K	Buy	36,670 +3,757	+11%	+$83.2K	0.48%	51
2023 Q2	$740K	Buy	32,913 +10,724	+48%	+$240K	0.44%	59
2023 Q1	$504K	Buy	22,189 +3,291	+17%	+$76K	0.32%	74
2022 Q4	$425K	Buy	18,898 +2,668	+16%	+$59.1K	0.29%	82
2022 Q3	$357K	Buy	16,230 +3,920	+32%	+$92.6K	0.28%	96
2022 Q2	$290K	Buy	12,310 +3,053	+33%	+$73.5K	0.21%	127
2022 Q1	$235K	Buy	+9,257	New	+$248K	0.15%	166

Other funds holding RDFI

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Wealth Network's RDFI Position: Q3 2026 in Review

Independent Wealth Network increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 7.5% in Q3 2026, buying an estimated $486K and bringing the position to 300,985 shares worth $6.52M. The position accounts for 1.64% of the portfolio, ranked #9.

Independent Wealth Network first reported a position in RDFI in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.67M in Q2 2026. 6 funds tracked by Wall St. Rank hold RDFI as of Q3 2026.

Independent Wealth Network held 300,985 shares of Rareview Dynamic Fixed Income ETF worth $6.52M as of Q3 2026.
Independent Wealth Network bought 21,022 Rareview Dynamic Fixed Income ETF shares in Q3 2026, an estimated $486K.
Rareview Dynamic Fixed Income ETF made up 1.64% of Independent Wealth Network's portfolio in Q3 2026, its #9 holding.
Independent Wealth Network first reported a position in Rareview Dynamic Fixed Income ETF in Q1 2022 and has held it in 19 quarters since.
Independent Wealth Network's Rareview Dynamic Fixed Income ETF position peaked at $6.67M in Q2 2026.
6 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.