LA
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Latitude Advisors’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Latitude Advisors’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 		$801K Buy
36,952
+677
+2% +$15.6K 0.25% 87
2026
Q2 		$864K Buy
36,275
+15,694
+76% +$368K 0.34% 72
2026
Q1 		$474K Buy
20,581
+1,485
+8% +$35.6K 0.22% 113
2025
Q4 		$457K Buy
19,096
+7,935
+71% +$190K 0.2% 113
2025
Q3 		$271K Buy
11,161
+19
+0.2% +$455 0.12% 169
2025
Q2 		$265K Buy
+11,142
New +$258K 0.13% 164

Other funds holding RDFI

IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Oregon Pacific Wealth Management
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
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Latitude Advisors's RDFI Position: Q3 2026 in Review

Latitude Advisors increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 1.9% in Q3 2026, buying an estimated $15.6K and bringing the position to 36,952 shares worth $801K. The position accounts for 0.25% of the portfolio, ranked #87.

Latitude Advisors first reported a position in RDFI in Q2 2025 and has held it in 6 quarters since. The position peaked at $864K in Q2 2026. 7 funds tracked by Wall St. Rank hold RDFI as of Q3 2026.

  • Latitude Advisors held 36,952 shares of Rareview Dynamic Fixed Income ETF worth $801K as of Q3 2026.
  • Latitude Advisors bought 677 Rareview Dynamic Fixed Income ETF shares in Q3 2026, an estimated $15.6K.
  • Rareview Dynamic Fixed Income ETF made up 0.25% of Latitude Advisors's portfolio in Q3 2026, its #87 holding.
  • Latitude Advisors first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Latitude Advisors's Rareview Dynamic Fixed Income ETF position peaked at $864K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.