NWM
RTRE icon

Nova Wealth Management’s Rareview Total Return Bond ETF RTRE Stock Holding History

Nova Wealth Management’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-351
Closed -$8.81K – 767
2025
Q2 		$8.81K Buy
+351
New +$8.69K 0.01% 375

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APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Nova Wealth Management sold out of Rareview Total Return Bond ETF (RTRE) in Q3 2025, closing a stake of 351 shares — an estimated $8.81K sold.

Nova Wealth Management first reported a position in RTRE in Q2 2025 and held it in 1 quarter. The position peaked at $8.81K in Q2 2025. 10 funds tracked by Wall St. Rank hold RTRE as of Q3 2025.

  • Nova Wealth Management reported no remaining Rareview Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 351 Rareview Total Return Bond ETF shares in Q3 2025, an estimated $8.81K.
  • Nova Wealth Management first reported a position in Rareview Total Return Bond ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Rareview Total Return Bond ETF position peaked at $8.81K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q3 2025.

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