TA
RAVI icon

Tactive Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Tactive Advisors’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
152,755
+1,485
+1% +$112K 2.84% 6
2026
Q1 		$11.4M Buy
151,270
+11,114
+8% +$839K 3.22% 3
2025
Q4 		$10.6M Sell
140,156
-10,411
-7% -$786K 3.09% 3
2025
Q3 		$11.4M Sell
150,567
-16,334
-10% -$1.23M 3.22% 1
2025
Q2 		$12.6M Buy
+166,901
New +$12.6M 4.07% 1
2024
Q1 		$6.05M Buy
80,138
+6,263
+8% +$471K 3.22% 8
2023
Q4 		$5.54M Buy
73,875
+29,175
+65% +$2.19M 3.57% 7
2023
Q3 		$3.36M Buy
44,700
+38,465
+617% +$2.88M 2.9% 11
2023
Q2 		$467K Buy
+6,235
New +$466K 0.36% 37

Other funds holding RAVI

BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return