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StoneX Group’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

StoneX Group’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
2025
Q2 		– Sell
-8,671
Closed -$205K – 987
2025
Q1 		$205K Buy
8,671
+183
+2% +$4.35K 0.01% 770
2024
Q4 		$201K Buy
+8,488
New +$206K 0.01% 748

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 $393M AUM 30.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

StoneX Group's RDFI Position: Q2 2025 in Review

StoneX Group sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q2 2025, closing a stake of 8,671 shares — an estimated $205K sold.

StoneX Group first reported a position in RDFI in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 13 funds tracked by Wall St. Rank hold RDFI as of Q2 2025.

  • StoneX Group reported no remaining Rareview Dynamic Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • StoneX Group sold 8,671 Rareview Dynamic Fixed Income ETF shares in Q2 2025, an estimated $205K.
  • StoneX Group first reported a position in Rareview Dynamic Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • StoneX Group's Rareview Dynamic Fixed Income ETF position peaked at $205K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q2 2025.

Based on StoneX Group's 13F filing for Q2 2025, filed 13 Aug 2025.