OPWM
RDFI icon

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

Oregon Pacific 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
2026
Q2 		$796K Buy
33,417
+2,506
+8% +$58.8K 0.75% 33
2026
Q1 		$713K Buy
+30,911
New +$741K 0.74% 37

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
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Oregon Pacific Wealth Management's RDFI Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 8.1% in Q2 2026, buying an estimated $58.8K and bringing the position to 33,417 shares worth $796K. The position accounts for 0.75% of the portfolio, ranked #33.

Oregon Pacific Wealth Management first reported a position in RDFI in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

  • Oregon Pacific Wealth Management held 33,417 shares of Rareview Dynamic Fixed Income ETF worth $796K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 2,506 Rareview Dynamic Fixed Income ETF shares in Q2 2026, an estimated $58.8K.
  • Rareview Dynamic Fixed Income ETF made up 0.75% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Oregon Pacific Wealth Management first reported a position in Rareview Dynamic Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.