Sanders Morris Harris’s Rareview Tax Advantaged Income ETF RTAI Stock Holding History

Sanders Morris Harris’s Portfolio RTAI Stock Details RTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,846	Closed	-$370K	–	242
2026 Q1	$370K	Buy	+17,846	New	+$382K	0.06%	214
2025 Q4	–	Sell	-20,161	Closed	-$431K	–	249
2025 Q3	$431K	Buy	+20,161	New	+$415K	0.06%	182
2025 Q2	–	Sell	-21,434	Closed	-$457K	–	281
2025 Q1	$457K	Buy	21,434 +283	+1%	+$6.08K	0.07%	166
2024 Q4	$450K	Buy	21,151 +275	+1%	+$6.04K	0.07%	174
2024 Q3	$473K	Buy	20,876 +180	+0.9%	+$3.97K	0.08%	161
2024 Q2	$447K	Buy	20,696 +198	+1%	+$4.12K	0.07%	165
2024 Q1	$434K	Buy	20,498 +2,023	+11%	+$42.2K	0.08%	170
2023 Q4	$387K	Buy	+18,475	New	+$354K	0.19%	132

Sanders Morris Harris's RTAI Position: Q2 2026 in Review

Sanders Morris Harris sold out of Rareview Tax Advantaged Income ETF (RTAI) in Q2 2026, closing a stake of 17,846 shares — an estimated $370K sold.

Sanders Morris Harris first reported a position in RTAI in Q4 2023 and held it in 8 quarters. The position peaked at $473K in Q3 2024. 0 funds tracked by Wall St. Rank hold RTAI as of Q2 2026.

Sanders Morris Harris reported no remaining Rareview Tax Advantaged Income ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 17,846 Rareview Tax Advantaged Income ETF shares in Q2 2026, an estimated $370K.
Sanders Morris Harris first reported a position in Rareview Tax Advantaged Income ETF in Q4 2023 and held it in 8 quarters.
Sanders Morris Harris's Rareview Tax Advantaged Income ETF position peaked at $473K in Q3 2024.
0 funds tracked by Wall St. Rank held Rareview Tax Advantaged Income ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.