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

UBS 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
Q4 		– Sell
-35
Closed -$850 – 11060
2025
Q3 		$850 Sell
35
-6,885
-99% -$165K ﹤0.01% 9519
2025
Q2 		$165K Buy
+6,920
New +$160K ﹤0.01% 6849
2024
Q1 		– Sell
-407
Closed -$9.23K – 9896
2023
Q4 		$9.23K Sell
407
-23
-5% -$493 ﹤0.01% 7505
2023
Q3 		$9.08K Buy
+430
New +$9.52K ﹤0.01% 7154
2023
Q2 		– Sell
-500
Closed -$11.4K – 9507
2023
Q1 		$11.4K Sell
500
-2,412
-83% -$55.7K ﹤0.01% 7511
2022
Q4 		$65.5K Buy
+2,912
New +$64.5K ﹤0.01% 6509
2022
Q3 		– Sell
-1,068
Closed -$25K – 10816
2022
Q2 		$25K Buy
+1,068
New +$25.7K ﹤0.01% 6610
2022
Q1 		– Sell
-1,562
Closed -$44K – 10789
2021
Q4 		$44K Sell
1,562
-320
-17% -$9.36K ﹤0.01% 7034
2021
Q3 		$56K Buy
+1,882
New +$56K ﹤0.01% 6252

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
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

UBS Group's RDFI Position: Q4 2025 in Review

UBS Group sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q4 2025, closing a stake of 35 shares — an estimated $850 sold.

UBS Group first reported a position in RDFI in Q3 2021 and held it in 9 quarters. The position peaked at $165K in Q2 2025. 13 funds tracked by Wall St. Rank hold RDFI as of Q4 2025.

  • UBS Group reported no remaining Rareview Dynamic Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 35 Rareview Dynamic Fixed Income ETF shares in Q4 2025, an estimated $850.
  • UBS Group first reported a position in Rareview Dynamic Fixed Income ETF in Q3 2021 and held it in 9 quarters.
  • UBS Group's Rareview Dynamic Fixed Income ETF position peaked at $165K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.