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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
Q1 		$713K Buy
+30,911
New +$741K 0.74% 37

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 $337M AUM 22.26% 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 $38.8B AUM 21.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Oregon Pacific Wealth Management's RDFI Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in Rareview Dynamic Fixed Income ETF (RDFI) in Q1 2026: 30,911 shares worth $713K. The stake represents 0.74% of the portfolio and ranks #37 among its holdings.

13 funds tracked by Wall St. Rank hold RDFI as of Q1 2026.

  • Oregon Pacific Wealth Management held 30,911 shares of Rareview Dynamic Fixed Income ETF worth $713K as of Q1 2026.
  • Rareview Dynamic Fixed Income ETF was a new Oregon Pacific Wealth Management position in Q1 2026.
  • Rareview Dynamic Fixed Income ETF made up 0.74% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #37 holding.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.