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 Q3	$2.78M	Buy	128,465 +22,690	+21%	+$525K	2.63%	12
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

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Puff Wealth Management's RDFI Position: Q3 2026 in Review

Puff Wealth Management increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 21% in Q3 2026, buying an estimated $525K and bringing the position to 128,465 shares worth $2.78M. The position accounts for 2.63% of the portfolio, ranked #12.

Puff Wealth Management first reported a position in RDFI in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold RDFI as of Q3 2026.

Puff Wealth Management held 128,465 shares of Rareview Dynamic Fixed Income ETF worth $2.78M as of Q3 2026.
Puff Wealth Management bought 22,690 Rareview Dynamic Fixed Income ETF shares in Q3 2026, an estimated $525K.
Rareview Dynamic Fixed Income ETF made up 2.63% of Puff Wealth Management's portfolio in Q3 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 3 quarters since.
5 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.