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Nova Wealth Management’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Nova Wealth Management’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
2025
Q3 		– Sell
-552
Closed -$13.2K – 718
2025
Q2 		$13.2K Buy
+552
New +$12.8K 0.01% 338

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nova Wealth Management's RDFI Position: Q3 2025 in Review

Nova Wealth Management sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q3 2025, closing a stake of 552 shares — an estimated $13.2K sold.

Nova Wealth Management first reported a position in RDFI in Q2 2025 and held it in 1 quarter. The position peaked at $13.2K in Q2 2025. 12 funds tracked by Wall St. Rank hold RDFI as of Q3 2025.

  • Nova Wealth Management reported no remaining Rareview Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 552 Rareview Dynamic Fixed Income ETF shares in Q3 2025, an estimated $13.2K.
  • Nova Wealth Management first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Rareview Dynamic Fixed Income ETF position peaked at $13.2K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.