Wealth Enhancement Advisory Services’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$577K	Buy	27,071 +1,041	+4%	+$24.1K	﹤0.01%	2672
2026 Q2	$615K	Buy	+26,030	New	+$611K	﹤0.01%	2490

Other funds holding RDFI

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's RDFI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Rareview Dynamic Fixed Income ETF (RDFI) stake by 4% in Q3 2026, buying an estimated $24.1K and bringing the position to 27,071 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Wealth Enhancement Advisory Services first reported a position in RDFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $615K in Q2 2026. 6 funds tracked by Wall St. Rank hold RDFI as of Q3 2026.

Wealth Enhancement Advisory Services held 27,071 shares of Rareview Dynamic Fixed Income ETF worth $577K as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,041 Rareview Dynamic Fixed Income ETF shares in Q3 2026, an estimated $24.1K.
Rareview Dynamic Fixed Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2672 holding.
Wealth Enhancement Advisory Services first reported a position in Rareview Dynamic Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
Wealth Enhancement Advisory Services's Rareview Dynamic Fixed Income ETF position peaked at $615K in Q2 2026.
6 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.