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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
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

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
MML Investors Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Latitude Advisors's RDFI Position: Q2 2026 in Review

Latitude Advisors increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 76% in Q2 2026, buying an estimated $368K and bringing the position to 36,275 shares worth $864K. The position accounts for 0.34% of the portfolio, ranked #72.

Latitude Advisors first reported a position in RDFI in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

  • Latitude Advisors held 36,275 shares of Rareview Dynamic Fixed Income ETF worth $864K as of Q2 2026.
  • Latitude Advisors bought 15,694 Rareview Dynamic Fixed Income ETF shares in Q2 2026, an estimated $368K.
  • Rareview Dynamic Fixed Income ETF made up 0.34% of Latitude Advisors's portfolio in Q2 2026, its #72 holding.
  • Latitude Advisors first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.