NFSG
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Newbridge Financial Services Group’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Newbridge Financial Services Group’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
2022
Q2 		– Sell
-365
Closed -$9K – 1490
2022
Q1 		$9K Buy
365
+17
+5% +$456 ﹤0.01% 970
2021
Q4 		$10K Buy
348
+5
+1% +$146 ﹤0.01% 916
2021
Q3 		$10K Buy
+343
New +$10.2K 0.01% 873

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Newbridge Financial Services Group's RDFI Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2022, closing a stake of 365 shares — an estimated $9K sold.

Newbridge Financial Services Group first reported a position in RDFI in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 9 funds tracked by Wall St. Rank hold RDFI as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Rareview Dynamic Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 365 Rareview Dynamic Fixed Income ETF shares in Q2 2022, an estimated $9K.
  • Newbridge Financial Services Group first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Rareview Dynamic Fixed Income ETF position peaked at $10K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.