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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 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. 6 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.
6 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.