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 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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Independent Wealth Network's RDFI Position: Q2 2026 in Review

Independent Wealth Network increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 5.6% in Q2 2026, buying an estimated $347K and bringing the position to 279,963 shares worth $6.67M. The position accounts for 1.7% of the portfolio, ranked #6.

Independent Wealth Network first reported a position in RDFI in Q1 2022 and has held it in 18 quarters since. 19 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

Independent Wealth Network held 279,963 shares of Rareview Dynamic Fixed Income ETF worth $6.67M as of Q2 2026.
Independent Wealth Network bought 14,779 Rareview Dynamic Fixed Income ETF shares in Q2 2026, an estimated $347K.
Rareview Dynamic Fixed Income ETF made up 1.7% of Independent Wealth Network's portfolio in Q2 2026, its #6 holding.
Independent Wealth Network first reported a position in Rareview Dynamic Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
19 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.