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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
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 $2.74B AUM 20.71% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Latitude Advisors's RDFI Position: Q1 2026 in Review

Latitude Advisors increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 7.8% in Q1 2026, buying an estimated $35.6K and bringing the position to 20,581 shares worth $474K. The position accounts for 0.22% of the portfolio, ranked #113.

Latitude Advisors first reported a position in RDFI in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold RDFI as of Q1 2026.

  • Latitude Advisors held 20,581 shares of Rareview Dynamic Fixed Income ETF worth $474K as of Q1 2026.
  • Latitude Advisors bought 1,485 Rareview Dynamic Fixed Income ETF shares in Q1 2026, an estimated $35.6K.
  • Rareview Dynamic Fixed Income ETF made up 0.22% of Latitude Advisors's portfolio in Q1 2026, its #113 holding.
  • Latitude Advisors first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.