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

Puff 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 		$2.52M Buy
+105,775
New +$2.48M 2.57% 12
2025
Q4 		$555K Buy
+23,133
New +$554K 0.72% 43

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
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
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 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

Puff Wealth Management's RDFI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2026: 105,775 shares worth $2.52M. The stake represents 2.57% of the portfolio and ranks #12 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in RDFI as recently as Q4 2025.

Puff Wealth Management first reported a position in RDFI in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold RDFI as of Q2 2026.

  • Puff Wealth Management held 105,775 shares of Rareview Dynamic Fixed Income ETF worth $2.52M as of Q2 2026.
  • Rareview Dynamic Fixed Income ETF was a new Puff Wealth Management position in Q2 2026.
  • Rareview Dynamic Fixed Income ETF made up 2.57% of Puff Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Puff Wealth Management first reported a position in Rareview Dynamic Fixed Income ETF in Q4 2025 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 Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.